See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 8-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See 1 actuary disclosure. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $683,046 | $344,948+98.0% | $334,201+104.4% | $338,187+102.0% |
| Participation rate | 57.1% | 51.8%+5.3pp | 43.9%+13.2pp | 44.0%+13.2pp |
| Annual return | 9.39% | 10.03%-0.6pp | 9.84%-0.4pp | 13.05%-3.7pp |
| Employer contribution / active EE | $33,544 | $31,905+5.1% | $30,320+10.6% | $37,639-10.9% |
| Participant deferral / active EE | $0 | $67-100.0% | $66-100.0% | $49-100.0% |
| Admin fee / account holder | $19,378 | $59,591-67.5% | $53,213-63.6% | $30,864-37.2% |