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 | $12,705 | $63,346-79.9% | $92,233-86.2% | $70,131-81.9% |
| Participation rate | 67.9% | 68.7%-0.8pp | 76.5%-8.6pp | 69.5%-1.7pp |
| Annual return | 28.90% | 530.12%-501.2pp | 176.28%-147.4pp | 73.14%-44.2pp |
| Employer contribution / active EE | $1,931 | $2,471-21.9% | $3,679-47.5% | $2,342-17.6% |
| Participant deferral / active EE | $4,777 | $2,854+67.4% | $3,897+22.6% | $3,332+43.4% |
| Admin fee / account holder | $138 | $3,840-96.4% | $5,194-97.3% | $4,645-97.0% |