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 9-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 | $323,993 | $315,136+2.8% | $286,273+13.2% | $254,542+27.3% |
| Participation rate | 50.0% | 37.3%+12.7pp | 30.6%+19.4pp | 47.4%+2.6pp |
| Annual return | 10.92% | 10.25%+0.7pp | 10.78%+0.1pp | 12.16%-1.2pp |
| Employer contribution / active EE | $36,058 | $47,546-24.2% | $41,857-13.9% | $44,746-19.4% |
| Participant deferral / active EE | $0 | $65-100.0% | $59-100.0% | $170-100.0% |
| Admin fee / account holder | $2,289 | $103,433-97.8% | $83,605-97.3% | $17,640-87.0% |