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.)
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 | $56,271 | $768,500-92.7% | $455,481-87.6% | $382,429-85.3% |
| Participation rate | 70.0% | 73.1%-3.1pp | 71.0%-1.0pp | 87.7%-17.7pp |
| Annual return | 17.91% | -6.81%+24.7pp | -2.82%+20.7pp | 248.85%-230.9pp |
| Employer contribution / active EE | $3,488 | $6,516-46.5% | $5,016-30.5% | $8,036-56.6% |
| Participant deferral / active EE | $5,690 | $3,736+52.3% | $3,583+58.8% | $5,727-0.6% |
| Admin fee / account holder | $5,524 | $26,750-79.4% | $17,461-68.4% | $30,732-82.0% |