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 3-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.
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 | $2,570 | $76,407-96.6% | $150,298-98.3% | $82,448-96.9% |
| Participation rate | 89.1% | 66.4%+22.7pp | 77.8%+11.4pp | 68.1%+21.1pp |
| Annual return | 1.12% | 39.99%-38.9pp | 62.79%-61.7pp | 41.64%-40.5pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,421 | $3,214-55.8% | $5,453-73.9% | $4,139-65.7% |
| Admin fee / account holder | $368 | $6,352-94.2% | $14,116-97.4% | $7,234-94.9% |