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 8-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 | $71,730 | $212,470-66.2% | $428,620-83.3% | $254,542-71.8% |
| Participation rate | 66.7% | 52.4%+14.3pp | 46.0%+20.6pp | 47.4%+19.3pp |
| Annual return | 13.92% | 21.43%-7.5pp | 20.73%-6.8pp | 12.16%+1.8pp |
| Employer contribution / active EE | $21,618 | $39,469-45.2% | $36,500-40.8% | $44,746-51.7% |
| Participant deferral / active EE | $0 | $80-100.0% | $77-100.0% | $170-100.0% |
| Admin fee / account holder | $62 | $5,476-98.9% | $7,495-99.2% | $17,640-99.6% |