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 | $19,588 | $99,652-80.3% | $78,778-75.1% | $147,584-86.7% |
| Participation rate | 45.8% | 76.2%-30.4pp | 69.2%-23.4pp | 82.8%-37.0pp |
| Annual return | 22.67% | 47.28%-24.6pp | 35.62%-12.9pp | 578.55%-555.9pp |
| Employer contribution / active EE | $1,214 | $2,796-56.6% | $1,986-38.8% | $4,876-75.1% |
| Participant deferral / active EE | $1,847 | $3,664-49.6% | $2,958-37.6% | $5,439-66.0% |
| Admin fee / account holder | $262 | $7,155-96.3% | $5,134-94.9% | $10,885-97.6% |