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.
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 | $28,247 | $160,055-82.4% | $140,016-79.8% | $135,375-79.1% |
| Participation rate | 0.0% | 88.5%-88.5pp | 87.5%-87.5pp | 82.6%-82.6pp |
| Annual return | 0.00% | 911.38%-911.4pp | 651.12%-651.1pp | 519.73%-519.7pp |
| Employer contribution / active EE | $15,539 | $6,420+142.0% | $5,606+177.2% | $4,779+225.2% |
| Participant deferral / active EE | $15,539 | $7,642+103.3% | $6,927+124.3% | $5,609+177.0% |
| Admin fee / account holder | $139 | $13,328-99.0% | $10,705-98.7% | $10,827-98.7% |