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 10-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 | $14,034 | $755,339-98.1% | $379,746-96.3% | $158,922-91.2% |
| Participation rate | 0.0% | 81.8%-81.8pp | 78.4%-78.4pp | 82.0%-82.0pp |
| Annual return | 24.47% | 53.41%-28.9pp | 34.90%-10.4pp | 302.83%-278.4pp |
| Employer contribution / active EE | $1,413 | $4,685-69.8% | $3,540-60.1% | $4,761-70.3% |
| Participant deferral / active EE | $5,500 | $7,938-30.7% | $6,024-8.7% | $5,982-8.1% |
| Admin fee / account holder | $105 | $14,482-99.3% | $7,927-98.7% | $11,246-99.1% |