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 3-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 | $5,402 | $201,259-97.3% | $184,200-97.1% | $145,959-96.3% |
| Participation rate | 75.0% | 87.5%-12.5pp | 86.8%-11.8pp | 80.3%-5.3pp |
| Annual return | 10.57% | 28.98%-18.4pp | 28.80%-18.2pp | 561.95%-551.4pp |
| Employer contribution / active EE | $849 | $7,018-87.9% | $6,424-86.8% | $4,661-81.8% |
| Participant deferral / active EE | $2,138 | $9,806-78.2% | $9,132-76.6% | $6,689-68.0% |
| Admin fee / account holder | $330 | $16,372-98.0% | $13,907-97.6% | $13,398-97.5% |