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 | $21,693 | $65,041-66.6% | $90,951-76.1% | $79,858-72.8% |
| Participation rate | 69.0% | 61.6%+7.4pp | 69.0%0pp | 69.6%-0.6pp |
| Annual return | 84.00% | 30.45%+53.6pp | 134.60%-50.6pp | 31.71%+52.3pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,501 | $2,512+39.4% | $3,373+3.8% | $3,740-6.4% |
| Admin fee / account holder | $279 | $4,536-93.9% | $5,959-95.3% | $5,306-94.7% |