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 | $11,560 | $217,402-94.7% | $185,823-93.8% | $167,490-93.1% |
| Participation rate | 0.0% | 86.0%-86.0pp | 81.7%-81.7pp | 82.1%-82.1pp |
| Annual return | 15.89% | 148.36%-132.5pp | 122.05%-106.2pp | 478.56%-462.7pp |
| Employer contribution / active EE | $2,787 | $5,873-52.5% | $5,167-46.1% | $4,837-42.4% |
| Participant deferral / active EE | $3,484 | $6,356-45.2% | $5,568-37.4% | $6,341-45.1% |
| Admin fee / account holder | $145 | $19,811-99.3% | $16,237-99.1% | $12,309-98.8% |