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 | $12,774 | $99,079-87.1% | $77,999-83.6% | $273,961-95.3% |
| Participation rate | 60.0% | 78.6%-18.6pp | 75.5%-15.5pp | 83.0%-23.0pp |
| Annual return | 10.82% | 217.93%-207.1pp | 425.96%-415.1pp | 41.45%-30.6pp |
| Employer contribution / active EE | $1,451 | $3,308-56.1% | $2,470-41.2% | $4,869-70.2% |
| Participant deferral / active EE | $2,927 | $4,306-32.0% | $3,497-16.3% | $5,287-44.6% |
| Admin fee / account holder | $58 | $8,954-99.4% | $5,480-98.9% | $10,132-99.4% |