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 | $27,762 | $152,587-81.8% | $125,175-77.8% | $152,861-81.8% |
| Participation rate | 66.7% | 83.3%-16.7pp | 79.8%-13.1pp | 82.4%-15.8pp |
| Annual return | 26.18% | 54.84%-28.7pp | 43.79%-17.6pp | 345.32%-319.1pp |
| Employer contribution / active EE | $1,466 | $4,946-70.4% | $3,865-62.1% | $4,762-69.2% |
| Participant deferral / active EE | $3,434 | $5,868-41.5% | $4,937-30.4% | $5,850-41.3% |
| Admin fee / account holder | $232 | $13,434-98.3% | $9,702-97.6% | $11,596-98.0% |