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 10-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.)
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 | $4,570 | $172,111-97.3% | $150,298-97.0% | $137,256-96.7% |
| Participation rate | 78.9% | 81.7%-2.8pp | 77.8%+1.2pp | 80.0%-1.0pp |
| Annual return | 6.33% | 69.37%-63.0pp | 62.79%-56.5pp | 220.34%-214.0pp |
| Employer contribution / active EE | $388 | $4,636-91.6% | $4,154-90.7% | $4,156-90.7% |
| Participant deferral / active EE | $692 | $6,166-88.8% | $5,453-87.3% | $6,407-89.2% |
| Admin fee / account holder | $7,864 | $16,471-52.3% | $14,116-44.3% | $12,270-35.9% |