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 6-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.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $966,652 | $265,195+264.5% | $422,209+129.0% | $287,075+236.7% |
| Participation rate | 66.7% | 49.8%+16.9pp | 23.3%+43.3pp | 55.8%+10.8pp |
| Annual return | 15.55% | 13.43%+2.1pp | 12.68%+2.9pp | 24.42%-8.9pp |
| Employer contribution / active EE | $66,667 | $48,120+38.5% | $41,588+60.3% | $41,338+61.3% |
| Participant deferral / active EE | $0 | $98-100.0% | $96-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $2,528-100.0% | $10,609-100.0% | $22,079-100.0% |