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 | $1,550 | $47,479-96.7% | $62,929-97.5% | $82,448-98.1% |
| Participation rate | 71.1% | 66.9%+4.2pp | 73.1%-2.1pp | 68.1%+3.0pp |
| Annual return | 8.43% | 20.34%-11.9pp | 1063.93%-1055.5pp | 41.64%-33.2pp |
| Employer contribution / active EE | $0 | $1,885-100.0% | $2,505-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $34 | $2,870-98.8% | $3,888-99.1% | $4,139-99.2% |
| Admin fee / account holder | $510 | $3,804-86.6% | $5,065-89.9% | $7,234-92.9% |