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.
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 | $617 | $101,618-99.4% | $93,063-99.3% | $137,256-99.6% |
| Participation rate | 90.0% | 74.9%+15.1pp | 72.1%+17.9pp | 80.0%+10.0pp |
| Annual return | 9.21% | 223.95%-214.7pp | 34.15%-24.9pp | 220.34%-211.1pp |
| Employer contribution / active EE | $101 | $2,707-96.3% | $2,476-95.9% | $4,156-97.6% |
| Participant deferral / active EE | $152 | $4,279-96.5% | $3,958-96.2% | $6,407-97.6% |
| Admin fee / account holder | $961 | $6,198-84.5% | $6,033-84.1% | $12,270-92.2% |