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 | $10,481 | $58,828-82.2% | $77,999-86.6% | $62,891-83.3% |
| Participation rate | 60.4% | 71.1%-10.6pp | 75.5%-15.1pp | 69.3%-8.9pp |
| Annual return | 55.62% | 17.16%+38.5pp | 425.96%-370.3pp | 20.14%+35.5pp |
| Employer contribution / active EE | $1,289 | $1,672-22.9% | $2,470-47.8% | $2,281-43.5% |
| Participant deferral / active EE | $2,777 | $2,686+3.4% | $3,497-20.6% | $3,203-13.3% |
| Admin fee / account holder | $0 | $4,393-100.0% | $5,480-100.0% | $4,296-100.0% |