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 10-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 | $15,275 | $64,705-76.4% | $62,929-75.7% | $67,986-77.5% |
| Participation rate | 75.0% | 65.6%+9.4pp | 73.1%+1.9pp | 57.2%+17.8pp |
| Annual return | 6.24% | 20.31%-14.1pp | 1063.93%-1057.7pp | 31.67%-25.4pp |
| Employer contribution / active EE | $814 | $2,376-65.7% | $2,505-67.5% | $2,019-59.7% |
| Participant deferral / active EE | $453 | $3,198-85.8% | $3,888-88.4% | $3,358-86.5% |
| Admin fee / account holder | $4,398 | $1,428+208.0% | $5,065-13.2% | $3,203+37.3% |