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.
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 | $1,711 | $178,174-99.0% | $156,181-98.9% | $137,256-98.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | -23.38% | 84.19%-107.6pp | 64.87%-88.2pp | 220.34%-243.7pp |
| Employer contribution / active EE | $525 | $4,972-89.4% | $4,294-87.8% | $4,156-87.4% |
| Participant deferral / active EE | $1,570 | $6,888-77.2% | $6,132-74.4% | $6,407-75.5% |
| Admin fee / account holder | $745 | $17,404-95.7% | $14,586-94.9% | $12,270-93.9% |