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 7-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 | $14,232 | $178,174-92.0% | $156,181-90.9% | $137,256-89.6% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.8%-3.8pp | 80.0%-5.0pp |
| Annual return | 9.81% | 84.19%-74.4pp | 64.87%-55.1pp | 220.34%-210.5pp |
| Employer contribution / active EE | $682 | $4,972-86.3% | $4,294-84.1% | $4,156-83.6% |
| Participant deferral / active EE | $331 | $6,888-95.2% | $6,132-94.6% | $6,407-94.8% |
| Admin fee / account holder | $522 | $17,404-97.0% | $14,586-96.4% | $12,270-95.7% |