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 3-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 | $4,541 | $146,267-96.9% | $197,124-97.7% | $82,448-94.5% |
| Participation rate | 86.7% | 84.0%+2.7pp | 86.7%0pp | 68.1%+18.6pp |
| Annual return | 17.60% | 29.61%-12.0pp | 44.34%-26.7pp | 41.64%-24.0pp |
| Employer contribution / active EE | $1,241 | $4,723-73.7% | $6,227-80.1% | $2,551-51.3% |
| Participant deferral / active EE | $1,460 | $7,035-79.2% | $9,135-84.0% | $4,139-64.7% |
| Admin fee / account holder | $1,239 | $14,422-91.4% | $16,298-92.4% | $7,234-82.9% |