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 8-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.
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 | $12,376 | $166,020-92.5% | $164,866-92.5% | $145,959-91.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | -7.19% | 100.08%-107.3pp | 69.97%-77.2pp | 561.95%-569.1pp |
| Employer contribution / active EE | $1,812 | $5,275-65.6% | $4,343-58.3% | $4,661-61.1% |
| Participant deferral / active EE | $1,812 | $6,961-74.0% | $6,033-70.0% | $6,689-72.9% |
| Admin fee / account holder | $1,991 | $16,644-88.0% | $12,689-84.3% | $13,398-85.1% |