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.)
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 | $2,603 | $73,787-96.5% | $98,716-97.4% | $82,448-96.8% |
| Participation rate | 80.6% | 61.4%+19.2pp | 69.3%+11.4pp | 68.1%+12.6pp |
| Annual return | 12.18% | 18.57%-6.4pp | 31.81%-19.6pp | 41.64%-29.5pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,042 | $3,081-66.2% | $4,048-74.3% | $4,139-74.8% |
| Admin fee / account holder | $412 | $6,500-93.7% | $8,703-95.3% | $7,234-94.3% |