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 5-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 | $325,603 | $174,276+86.8% | $141,084+130.8% | $357,791-9.0% |
| Participation rate | 33.3% | 58.2%-24.9pp | 63.5%-30.2pp | 85.6%-52.3pp |
| Annual return | -23.80% | -44.02%+20.2pp | -42.88%+19.1pp | 396.79%-420.6pp |
| Employer contribution / active EE | $0 | $2,343-100.0% | $2,224-100.0% | $7,508-100.0% |
| Participant deferral / active EE | $0 | $1,552-100.0% | $1,670-100.0% | $5,521-100.0% |
| Admin fee / account holder | $0 | $2,451-100.0% | $3,020-100.0% | $28,387-100.0% |