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 | $7,285 | $90,503-92.0% | $78,689-90.7% | $273,961-97.3% |
| Participation rate | 0.0% | 76.5%-76.5pp | 73.6%-73.6pp | 83.0%-83.0pp |
| Annual return | 9.01% | 75.60%-66.6pp | 62.18%-53.2pp | 41.45%-32.4pp |
| Employer contribution / active EE | $1,211 | $3,176-61.9% | $2,851-57.5% | $4,869-75.1% |
| Participant deferral / active EE | $1,514 | $3,901-61.2% | $3,517-56.9% | $5,287-71.4% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,132-100.0% |