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.
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 | $233,843 | $224,072+4.4% | $220,428+6.1% | $254,510-8.1% |
| Participation rate | 60.0% | 49.1%+10.9pp | 43.5%+16.5pp | 43.0%+17.0pp |
| Annual return | 12.50% | 99.73%-87.2pp | 90.60%-78.1pp | 259.13%-246.6pp |
| Employer contribution / active EE | $13,500 | $35,076-61.5% | $32,727-58.7% | $41,469-67.4% |
| Participant deferral / active EE | $0 | $39-100.0% | $40-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $13,610-100.0% | $12,805-100.0% | $21,546-100.0% |