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.
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 | $13,487 | $209,336-93.6% | $197,124-93.2% | $137,256-90.2% |
| Participation rate | 80.0% | 87.3%-7.3pp | 86.7%-6.7pp | 80.0%0pp |
| Annual return | 10.77% | 48.09%-37.3pp | 44.34%-33.6pp | 220.34%-209.6pp |
| Employer contribution / active EE | $1,406 | $6,591-78.7% | $6,227-77.4% | $4,156-66.2% |
| Participant deferral / active EE | $1,829 | $9,614-81.0% | $9,135-80.0% | $6,407-71.5% |
| Admin fee / account holder | $1,772 | $17,308-89.8% | $16,298-89.1% | $12,270-85.6% |