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.)
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 | $2,220 | $154,228-98.6% | $145,433-98.5% | $137,256-98.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | -26.15% | 74.59%-100.7pp | 66.58%-92.7pp | 220.34%-246.5pp |
| Employer contribution / active EE | $522 | $4,804-89.1% | $4,554-88.5% | $4,156-87.5% |
| Participant deferral / active EE | $584 | $8,216-92.9% | $7,897-92.6% | $6,407-90.9% |
| Admin fee / account holder | $751 | $14,344-94.8% | $13,129-94.3% | $12,270-93.9% |