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.)
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 | $5,558 | $154,228-96.4% | $145,433-96.2% | $137,256-96.0% |
| Participation rate | 70.0% | 83.8%-13.8pp | 82.1%-12.1pp | 80.0%-10.0pp |
| Annual return | 8.42% | 74.59%-66.2pp | 66.58%-58.2pp | 220.34%-211.9pp |
| Employer contribution / active EE | $374 | $4,804-92.2% | $4,554-91.8% | $4,156-91.0% |
| Participant deferral / active EE | $624 | $8,216-92.4% | $7,897-92.1% | $6,407-90.3% |
| Admin fee / account holder | $1,027 | $14,344-92.8% | $13,129-92.2% | $12,270-91.6% |