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 7-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.
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 | $257,144 | $331,010-22.3% | $284,014-9.5% | $357,791-28.1% |
| Participation rate | 28.6% | 81.1%-52.5pp | 78.2%-49.6pp | 85.6%-57.0pp |
| Annual return | 9.27% | -7.54%+16.8pp | -6.84%+16.1pp | 396.79%-387.5pp |
| Employer contribution / active EE | $0 | $4,421-100.0% | $4,497-100.0% | $7,508-100.0% |
| Participant deferral / active EE | $0 | $4,180-100.0% | $5,463-100.0% | $5,521-100.0% |
| Admin fee / account holder | $0 | $15,699-100.0% | $16,425-100.0% | $28,387-100.0% |