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 | $105,119 | $377,855-72.2% | $375,279-72.0% | $286,844-63.4% |
| Participation rate | 5.3% | 38.5%-33.3pp | 36.7%-31.5pp | 37.6%-32.3pp |
| Annual return | 9.40% | 9.94%-0.5pp | 9.78%-0.4pp | 9.30%+0.1pp |
| Employer contribution / active EE | $1,316 | $49,417-97.3% | $46,882-97.2% | $43,742-97.0% |
| Participant deferral / active EE | $0 | $67-100.0% | $72-100.0% | $83-100.0% |
| Admin fee / account holder | $798 | $4,392-81.8% | $5,665-85.9% | $12,596-93.7% |