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 8-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 | $9,404 | $183,592-94.9% | $155,567-94.0% | $145,959-93.6% |
| Participation rate | 76.2% | 82.7%-6.5pp | 78.2%-2.0pp | 80.3%-4.1pp |
| Annual return | 7.70% | 61.24%-53.5pp | 64.74%-57.0pp | 561.95%-554.3pp |
| Employer contribution / active EE | $858 | $5,315-83.9% | $4,674-81.6% | $4,661-81.6% |
| Participant deferral / active EE | $1,394 | $6,464-78.4% | $5,628-75.2% | $6,689-79.2% |
| Admin fee / account holder | $2,987 | $19,318-84.5% | $15,916-81.2% | $13,398-77.7% |