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 10-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.
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 | $79,582 | $225,449-64.7% | $219,466-63.7% | $237,064-66.4% |
| Participation rate | 55.6% | 50.3%+5.3pp | 44.6%+11.0pp | 45.6%+9.9pp |
| Annual return | 9.22% | 4.17%+5.0pp | 5.00%+4.2pp | 4.16%+5.1pp |
| Employer contribution / active EE | $10,167 | $39,228-74.1% | $35,918-71.7% | $42,916-76.3% |
| Participant deferral / active EE | $0 | $74-100.0% | $75-100.0% | $128-100.0% |
| Admin fee / account holder | $1,561 | $13,772-88.7% | $13,204-88.2% | $21,465-92.7% |