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 | $8,636 | $84,233-89.7% | $170,442-94.9% | $70,131-87.7% |
| Participation rate | 48.7% | 70.8%-22.1pp | 83.6%-34.9pp | 69.5%-20.8pp |
| Annual return | 27.18% | 23.06%+4.1pp | 205.93%-178.8pp | 73.14%-46.0pp |
| Employer contribution / active EE | $835 | $3,387-75.4% | $5,433-84.6% | $2,342-64.4% |
| Participant deferral / active EE | $1,397 | $3,086-54.7% | $4,939-71.7% | $3,332-58.1% |
| Admin fee / account holder | $98 | $5,698-98.3% | $13,880-99.3% | $4,645-97.9% |