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 | $13,860 | $105,998-86.9% | $92,233-85.0% | $147,584-90.6% |
| Participation rate | 62.5% | 80.4%-17.9pp | 76.5%-14.0pp | 82.8%-20.3pp |
| Annual return | 18.89% | 50.05%-31.2pp | 176.28%-157.4pp | 578.55%-559.7pp |
| Employer contribution / active EE | $1,160 | $4,333-73.2% | $3,679-68.5% | $4,876-76.2% |
| Participant deferral / active EE | $1,438 | $4,478-67.9% | $3,897-63.1% | $5,439-73.6% |
| Admin fee / account holder | $197 | $6,332-96.9% | $5,194-96.2% | $10,885-98.2% |