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.)
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 | $3,288 | $154,228-97.9% | $145,433-97.7% | $137,256-97.6% |
| Participation rate | 90.9% | 83.8%+7.1pp | 82.1%+8.8pp | 80.0%+10.9pp |
| Annual return | 13.00% | 74.59%-61.6pp | 66.58%-53.6pp | 220.34%-207.3pp |
| Employer contribution / active EE | $390 | $4,804-91.9% | $4,554-91.4% | $4,156-90.6% |
| Participant deferral / active EE | $780 | $8,216-90.5% | $7,897-90.1% | $6,407-87.8% |
| Admin fee / account holder | $744 | $14,344-94.8% | $13,129-94.3% | $12,270-93.9% |