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 3-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 | $2,464 | $124,425-98.0% | $112,040-97.8% | $137,256-98.2% |
| Participation rate | 91.7% | 79.3%+12.4pp | 76.5%+15.2pp | 80.0%+11.7pp |
| Annual return | 18.65% | 24.72%-6.1pp | 24.52%-5.9pp | 220.34%-201.7pp |
| Employer contribution / active EE | $369 | $3,411-89.2% | $2,954-87.5% | $4,156-91.1% |
| Participant deferral / active EE | $674 | $5,718-88.2% | $5,098-86.8% | $6,407-89.5% |
| Admin fee / account holder | $1,343 | $15,207-91.2% | $12,098-88.9% | $12,270-89.1% |