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 5-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 | $10,175 | $209,336-95.1% | $197,124-94.8% | $137,256-92.6% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 10.94% | 48.09%-37.1pp | 44.34%-33.4pp | 220.34%-209.4pp |
| Employer contribution / active EE | $1,306 | $6,591-80.2% | $6,227-79.0% | $4,156-68.6% |
| Participant deferral / active EE | $2,184 | $9,614-77.3% | $9,135-76.1% | $6,407-65.9% |
| Admin fee / account holder | $6,853 | $17,308-60.4% | $16,298-58.0% | $12,270-44.2% |