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 | $48,024 | $468,795-89.8% | $86,364-44.4% | $468,795-89.8% |
| Participation rate | 40.0% | 85.5%-45.5pp | 92.7%-52.7pp | 85.5%-45.5pp |
| Annual return | 12.44% | 39.95%-27.5pp | 12.73%-0.3pp | 39.95%-27.5pp |
| Employer contribution / active EE | $0 | $28,085-100.0% | $4,636-100.0% | $28,085-100.0% |
| Participant deferral / active EE | $2,463 | $10,110-75.6% | $6,159-60.0% | $10,110-75.6% |
| Admin fee / account holder | $0 | $8,110-100.0% | $920-100.0% | $8,110-100.0% |