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 9-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 | $26,534 | $108,825-75.6% | $156,181-83.0% | $82,448-67.8% |
| Participation rate | 80.3% | 72.4%+8.0pp | 78.8%+1.5pp | 68.1%+12.3pp |
| Annual return | 19.01% | 20.59%-1.6pp | 64.87%-45.9pp | 41.64%-22.6pp |
| Employer contribution / active EE | $0 | $2,870-100.0% | $4,294-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $773 | $4,577-83.1% | $6,132-87.4% | $4,139-81.3% |
| Admin fee / account holder | $939 | $9,341-89.9% | $14,586-93.6% | $7,234-87.0% |