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 | $9,115 | $201,259-95.5% | $184,200-95.1% | $145,959-93.8% |
| Participation rate | 87.5% | 87.5%0pp | 86.8%+0.7pp | 80.3%+7.2pp |
| Annual return | 15.27% | 28.98%-13.7pp | 28.80%-13.5pp | 561.95%-546.7pp |
| Employer contribution / active EE | $1,452 | $7,018-79.3% | $6,424-77.4% | $4,661-68.8% |
| Participant deferral / active EE | $1,773 | $9,806-81.9% | $9,132-80.6% | $6,689-73.5% |
| Admin fee / account holder | $561 | $16,372-96.6% | $13,907-96.0% | $13,398-95.8% |