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 7-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 | $18,023 | $176,056-89.8% | $159,436-88.7% | $167,490-89.2% |
| Participation rate | 66.7% | 84.9%-18.3pp | 82.8%-16.2pp | 82.1%-15.4pp |
| Annual return | 29.10% | 331.75%-302.6pp | 263.57%-234.5pp | 478.56%-449.5pp |
| Employer contribution / active EE | $1,436 | $5,297-72.9% | $4,829-70.3% | $4,837-70.3% |
| Participant deferral / active EE | $4,124 | $7,750-46.8% | $7,352-43.9% | $6,341-35.0% |
| Admin fee / account holder | $78 | $12,554-99.4% | $10,799-99.3% | $12,309-99.4% |