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.
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 | $11,624 | $209,336-94.4% | $197,124-94.1% | $137,256-91.5% |
| Participation rate | 94.1% | 87.3%+6.8pp | 86.7%+7.4pp | 80.0%+14.2pp |
| Annual return | 6.98% | 48.09%-41.1pp | 44.34%-37.4pp | 220.34%-213.4pp |
| Employer contribution / active EE | $1,247 | $6,591-81.1% | $6,227-80.0% | $4,156-70.0% |
| Participant deferral / active EE | $983 | $9,614-89.8% | $9,135-89.2% | $6,407-84.7% |
| Admin fee / account holder | $2,598 | $17,308-85.0% | $16,298-84.1% | $12,270-78.8% |