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.)
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 | $3,149 | $172,111-98.2% | $150,298-97.9% | $137,256-97.7% |
| Participation rate | 71.4% | 81.7%-10.3pp | 77.8%-6.3pp | 80.0%-8.5pp |
| Annual return | 9.33% | 69.37%-60.0pp | 62.79%-53.5pp | 220.34%-211.0pp |
| Employer contribution / active EE | $332 | $4,636-92.8% | $4,154-92.0% | $4,156-92.0% |
| Participant deferral / active EE | $350 | $6,166-94.3% | $5,453-93.6% | $6,407-94.5% |
| Admin fee / account holder | $333 | $16,471-98.0% | $14,116-97.6% | $12,270-97.3% |