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 4-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 | $8,191 | $209,336-96.1% | $197,124-95.8% | $137,256-94.0% |
| Participation rate | 85.7% | 87.3%-1.6pp | 86.7%-1.0pp | 80.0%+5.8pp |
| Annual return | 5.09% | 48.09%-43.0pp | 44.34%-39.3pp | 220.34%-215.3pp |
| Employer contribution / active EE | $685 | $6,591-89.6% | $6,227-89.0% | $4,156-83.5% |
| Participant deferral / active EE | $1,953 | $9,614-79.7% | $9,135-78.6% | $6,407-69.5% |
| Admin fee / account holder | $976 | $17,308-94.4% | $16,298-94.0% | $12,270-92.0% |