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.
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 | $15,421 | $106,749-85.6% | $145,433-89.4% | $82,448-81.3% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 11.96% | 27.59%-15.6pp | 66.58%-54.6pp | 41.64%-29.7pp |
| Employer contribution / active EE | $2,453 | $3,444-28.8% | $4,554-46.1% | $2,551-3.8% |
| Participant deferral / active EE | $1,708 | $6,519-73.8% | $7,897-78.4% | $4,139-58.7% |
| Admin fee / account holder | $2,599 | $8,390-69.0% | $13,129-80.2% | $7,234-64.1% |