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 | $16,582 | $99,079-83.3% | $77,999-78.7% | $273,961-93.9% |
| Participation rate | 66.7% | 78.6%-11.9pp | 75.5%-8.9pp | 83.0%-16.3pp |
| Annual return | 12.19% | 217.93%-205.7pp | 425.96%-413.8pp | 41.45%-29.3pp |
| Employer contribution / active EE | $455 | $3,308-86.2% | $2,470-81.6% | $4,869-90.7% |
| Participant deferral / active EE | $4,807 | $4,306+11.6% | $3,497+37.5% | $5,287-9.1% |
| Admin fee / account holder | $0 | $8,954-100.0% | $5,480-100.0% | $10,132-100.0% |