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 | $8,266 | $73,515-88.8% | $62,995-86.9% | $147,584-94.4% |
| Participation rate | 0.0% | 77.9%-77.9pp | 74.8%-74.8pp | 82.8%-82.8pp |
| Annual return | 24.31% | 175.43%-151.1pp | 87.57%-63.3pp | 578.55%-554.2pp |
| Employer contribution / active EE | $2,027 | $3,320-38.9% | $2,759-26.5% | $4,876-58.4% |
| Participant deferral / active EE | $3,036 | $4,185-27.5% | $3,329-8.8% | $5,439-44.2% |
| Admin fee / account holder | $0 | $5,953-100.0% | $3,600-100.0% | $10,885-100.0% |