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 | $35,824 | $138,385-74.1% | $184,200-80.6% | $80,874-55.7% |
| Participation rate | 91.4% | 83.9%+7.6pp | 86.8%+4.6pp | 67.6%+23.8pp |
| Annual return | 7.06% | 20.02%-13.0pp | 28.80%-21.7pp | 35.62%-28.6pp |
| Employer contribution / active EE | $1,320 | $4,849-72.8% | $6,424-79.5% | $2,756-52.1% |
| Participant deferral / active EE | $1,692 | $7,073-76.1% | $9,132-81.5% | $4,297-60.6% |
| Admin fee / account holder | $2,352 | $10,483-77.6% | $13,907-83.1% | $6,935-66.1% |