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.
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 | $4,026 | $183,592-97.8% | $155,567-97.4% | $145,959-97.2% |
| Participation rate | 87.5% | 82.7%+4.8pp | 78.2%+9.3pp | 80.3%+7.2pp |
| Annual return | -96.58% | 61.24%-157.8pp | 64.74%-161.3pp | 561.95%-658.5pp |
| Employer contribution / active EE | $995 | $5,315-81.3% | $4,674-78.7% | $4,661-78.7% |
| Participant deferral / active EE | $2,011 | $6,464-68.9% | $5,628-64.3% | $6,689-69.9% |
| Admin fee / account holder | $659 | $19,318-96.6% | $15,916-95.9% | $13,398-95.1% |