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 | $20,291 | $157,256-87.1% | $141,162-85.6% | $152,861-86.7% |
| Participation rate | 50.0% | 84.8%-34.8pp | 82.5%-32.5pp | 82.4%-32.4pp |
| Annual return | 31.75% | 64.32%-32.6pp | 71.39%-39.6pp | 345.32%-313.6pp |
| Employer contribution / active EE | $1,317 | $5,261-75.0% | $4,735-72.2% | $4,762-72.4% |
| Participant deferral / active EE | $2,340 | $7,109-67.1% | $6,709-65.1% | $5,850-60.0% |
| Admin fee / account holder | $103 | $12,120-99.1% | $10,261-99.0% | $11,596-99.1% |