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.
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 | $91,662 | $68,985+32.9% | $1,035,159-91.1% | $105,125-12.8% |
| Participation rate | 34.4% | 26.0%+8.4pp | 49.6%-15.2pp | 14.6%+19.8pp |
| Annual return | -1.76% | -4.17%+2.4pp | -61.72%+60.0pp | 10.56%-12.3pp |
| Employer contribution / active EE | $19,675 | $16,396+20.0% | $47,703-58.8% | $13,643+44.2% |
| Participant deferral / active EE | $0 | $12-100.0% | $135-100.0% | $62-100.0% |
| Admin fee / account holder | $320 | $4,705-93.2% | $5,792-94.5% | $3,354-90.5% |