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 | $3,115 | $67,894-95.4% | $89,340-96.5% | $82,448-96.2% |
| Participation rate | 96.3% | 64.0%+32.2pp | 69.6%+26.7pp | 68.1%+28.2pp |
| Annual return | 23.82% | 19.21%+4.6pp | 20.57%+3.2pp | 41.64%-17.8pp |
| Employer contribution / active EE | $185 | $1,828-89.9% | $2,231-91.7% | $2,551-92.8% |
| Participant deferral / active EE | $618 | $3,072-79.9% | $3,823-83.8% | $4,139-85.1% |
| Admin fee / account holder | $729 | $5,723-87.3% | $6,704-89.1% | $7,234-89.9% |