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 | $2,170 | $87,166-97.5% | $76,735-97.2% | $137,256-98.4% |
| Participation rate | 95.8% | 74.4%+21.5pp | 69.5%+26.3pp | 80.0%+15.9pp |
| Annual return | 11.98% | 26.50%-14.5pp | 29.77%-17.8pp | 220.34%-208.4pp |
| Employer contribution / active EE | $20 | $2,904-99.3% | $2,454-99.2% | $4,156-99.5% |
| Participant deferral / active EE | $585 | $4,726-87.6% | $4,088-85.7% | $6,407-90.9% |
| Admin fee / account holder | $524 | $8,403-93.8% | $7,189-92.7% | $12,270-95.7% |