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.
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 | $29,252 | $94,031-68.9% | $115,768-74.7% | $82,448-64.5% |
| Participation rate | 89.2% | 70.4%+18.8pp | 74.4%+14.8pp | 68.1%+21.1pp |
| Annual return | 11.82% | 20.61%-8.8pp | 100.46%-88.6pp | 41.64%-29.8pp |
| Employer contribution / active EE | $0 | $2,323-100.0% | $2,940-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,770 | $3,972-30.3% | $4,917-43.7% | $4,139-33.1% |
| Admin fee / account holder | $2,750 | $10,249-73.2% | $12,439-77.9% | $7,234-62.0% |