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 6-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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $8,513 | $81,446-89.5% | $103,374-91.8% | $80,874-89.5% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 9.84% | 25.57%-15.7pp | 24.89%-15.0pp | 35.62%-25.8pp |
| Employer contribution / active EE | $3,640 | $3,107+17.2% | $3,869-5.9% | $2,756+32.1% |
| Participant deferral / active EE | $1,013 | $3,870-73.8% | $5,058-80.0% | $4,297-76.4% |
| Admin fee / account holder | $321 | $6,715-95.2% | $8,394-96.2% | $6,935-95.4% |