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 8-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 | $1,650 | $57,590-97.1% | $86,233-98.1% | $82,448-98.0% |
| Participation rate | 86.2% | 57.9%+28.3pp | 69.0%+17.2pp | 68.1%+18.1pp |
| Annual return | 11.37% | 22.41%-11.0pp | 61.39%-50.0pp | 41.64%-30.3pp |
| Employer contribution / active EE | $0 | $1,655-100.0% | $2,504-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $286 | $3,080-90.7% | $4,559-93.7% | $4,139-93.1% |
| Admin fee / account holder | $745 | $4,730-84.2% | $8,342-91.1% | $7,234-89.7% |