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 6-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 | $21,223 | $101,499-79.1% | $147,005-85.6% | $74,546-71.5% |
| Participation rate | 89.1% | 75.5%+13.6pp | 82.2%+7.0pp | 67.2%+21.9pp |
| Annual return | 15.33% | 8732.34%-8717.0pp | 418.76%-403.4pp | 1366.03%-1350.7pp |
| Employer contribution / active EE | $558 | $3,811-85.4% | $4,934-88.7% | $2,624-78.7% |
| Participant deferral / active EE | $1,967 | $7,304-73.1% | $8,070-75.6% | $4,347-54.8% |
| Admin fee / account holder | $885 | $1,748-49.4% | $13,006-93.2% | $1,944-54.5% |