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 | $18,373 | $98,240-81.3% | $82,313-77.7% | $147,584-87.6% |
| Participation rate | 28.6% | 79.7%-51.2pp | 76.9%-48.3pp | 82.8%-54.3pp |
| Annual return | 33.97% | 30.85%+3.1pp | 25.88%+8.1pp | 578.55%-544.6pp |
| Employer contribution / active EE | $1,273 | $3,192-60.1% | $2,428-47.6% | $4,876-73.9% |
| Participant deferral / active EE | $1,794 | $4,383-59.1% | $3,706-51.6% | $5,439-67.0% |
| Admin fee / account holder | $64 | $8,563-99.3% | $5,608-98.9% | $10,885-99.4% |