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.
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 | $4,329 | $76,407-94.3% | $150,298-97.1% | $82,448-94.7% |
| Participation rate | 100.0% | 66.4%+33.6pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 11.27% | 39.99%-28.7pp | 62.79%-51.5pp | 41.64%-30.4pp |
| Employer contribution / active EE | $860 | $2,614-67.1% | $4,154-79.3% | $2,551-66.3% |
| Participant deferral / active EE | $403 | $3,214-87.5% | $5,453-92.6% | $4,139-90.3% |
| Admin fee / account holder | $2,120 | $6,352-66.6% | $14,116-85.0% | $7,234-70.7% |