Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 4-year trajectory for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,000 | $111,814-96.4% | $103,374-96.1% | $145,959-97.3% |
| Participation rate | 88.9% | 77.9%+11.0pp | 74.5%+14.4pp | 80.3%+8.6pp |
| Annual return | 11.46% | 24.77%-13.3pp | 24.89%-13.4pp | 561.95%-550.5pp |
| Employer contribution / active EE | $677 | $4,214-83.9% | $3,869-82.5% | $4,661-85.5% |
| Participant deferral / active EE | $1,075 | $5,618-80.9% | $5,058-78.7% | $6,689-83.9% |
| Admin fee / account holder | $516 | $9,754-94.7% | $8,394-93.9% | $13,398-96.1% |