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 4-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.
Participant 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.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $308,336 | $377,855-18.4% | $375,279-17.8% | $286,844+7.5% |
| Participation rate | 66.7% | 38.5%+28.1pp | 36.7%+30.0pp | 37.6%+29.1pp |
| Annual return | 11.41% | 9.94%+1.5pp | 9.78%+1.6pp | 9.30%+2.1pp |
| Employer contribution / active EE | $51,333 | $49,417+3.9% | $46,882+9.5% | $43,742+17.4% |
| Participant deferral / active EE | $0 | $67-100.0% | $72-100.0% | $83-100.0% |
| Admin fee / account holder | $915 | $4,392-79.2% | $5,665-83.8% | $12,596-92.7% |