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 4-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 | $10,679 | $189,613-94.4% | $167,512-93.6% | $142,382-92.5% |
| Participation rate | 66.7% | 80.1%-13.5pp | 77.1%-10.4pp | 80.1%-13.5pp |
| Annual return | 21.21% | 2024.68%-2003.5pp | 1615.79%-1594.6pp | 217.08%-195.9pp |
| Employer contribution / active EE | $1,608 | $4,349-63.0% | $3,882-58.6% | $4,299-62.6% |
| Participant deferral / active EE | $1,712 | $6,981-75.5% | $6,405-73.3% | $6,507-73.7% |
| Admin fee / account holder | $116 | $10,528-98.9% | $9,769-98.8% | $12,624-99.1% |