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 | $19,313 | $89,355-78.4% | $141,162-86.3% | $72,985-73.5% |
| Participation rate | 57.8% | 75.1%-17.3pp | 82.5%-24.7pp | 69.5%-11.7pp |
| Annual return | 30.99% | 111.85%-80.9pp | 71.39%-40.4pp | 81.00%-50.0pp |
| Employer contribution / active EE | $2,215 | $3,114-28.9% | $4,735-53.2% | $2,440-9.2% |
| Participant deferral / active EE | $3,752 | $5,418-30.8% | $6,709-44.1% | $3,607+4.0% |
| Admin fee / account holder | $228 | $5,958-96.2% | $10,261-97.8% | $5,124-95.6% |