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 | $10,203 | $65,561-84.4% | $86,188-88.2% | $75,163-86.4% |
| Participation rate | 68.6% | 60.5%+8.1pp | 69.0%-0.4pp | 67.2%+1.4pp |
| Annual return | 25.02% | 46.05%-21.0pp | 1168.45%-1143.4pp | 160.62%-135.6pp |
| Employer contribution / active EE | $710 | $1,553-54.2% | $2,380-70.2% | $2,670-73.4% |
| Participant deferral / active EE | $1,283 | $3,024-57.6% | $3,985-67.8% | $4,125-68.9% |
| Admin fee / account holder | $245 | $5,474-95.5% | $6,852-96.4% | $5,651-95.7% |