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.
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 | $4,536 | $102,382-95.6% | $147,005-96.9% | $80,874-94.4% |
| Participation rate | 95.7% | 75.8%+19.9pp | 82.2%+13.6pp | 67.6%+28.1pp |
| Annual return | -26.81% | 134.89%-161.7pp | 418.76%-445.6pp | 35.62%-62.4pp |
| Employer contribution / active EE | $1,821 | $3,715-51.0% | $4,934-63.1% | $2,756-33.9% |
| Participant deferral / active EE | $2,563 | $6,646-61.4% | $8,070-68.2% | $4,297-40.3% |
| Admin fee / account holder | $3,253 | $7,942-59.0% | $13,006-75.0% | $6,935-53.1% |