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 | $972,302 | $398,892+143.8% | $398,892+143.8% | $287,075+238.7% |
| Participation rate | 50.0% | 64.6%-14.6pp | 54.1%-4.1pp | 55.8%-5.8pp |
| Annual return | 16.50% | 8.32%+8.2pp | 8.55%+7.9pp | 24.42%-7.9pp |
| Employer contribution / active EE | $67,707 | $40,973+65.2% | $37,109+82.5% | $41,338+63.8% |
| Participant deferral / active EE | $0 | $20-100.0% | $18-100.0% | $55-100.0% |
| Admin fee / account holder | $7,166 | $77,551-90.8% | $77,551-90.8% | $22,079-67.5% |