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 | $19,568 | $127,386-84.6% | $115,037-83.0% | $125,391-84.4% |
| Participation rate | 40.0% | 84.2%-44.2pp | 81.4%-41.4pp | 83.2%-43.2pp |
| Annual return | 3.69% | 31.28%-27.6pp | 26.14%-22.5pp | 282.22%-278.5pp |
| Employer contribution / active EE | $1,712 | $5,166-66.9% | $4,608-62.8% | $4,866-64.8% |
| Participant deferral / active EE | $2,145 | $6,423-66.6% | $6,026-64.4% | $5,352-59.9% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,540-100.0% |