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 5-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 | $3,867 | $161,352-97.6% | $134,172-97.1% | $137,256-97.2% |
| Participation rate | 71.4% | 78.3%-6.9pp | 72.5%-1.0pp | 80.0%-8.5pp |
| Annual return | 17.20% | 28.72%-11.5pp | 25.30%-8.1pp | 220.34%-203.1pp |
| Employer contribution / active EE | $508 | $4,099-87.6% | $3,420-85.2% | $4,156-87.8% |
| Participant deferral / active EE | $697 | $5,552-87.4% | $4,690-85.1% | $6,407-89.1% |
| Admin fee / account holder | $404 | $15,028-97.3% | $12,016-96.6% | $12,270-96.7% |