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 | $10,585 | $198,466-94.7% | $170,442-93.8% | $147,584-92.8% |
| Participation rate | 62.5% | 88.0%-25.5pp | 83.6%-21.1pp | 82.8%-20.3pp |
| Annual return | 17.12% | 257.29%-240.2pp | 205.93%-188.8pp | 578.55%-561.4pp |
| Employer contribution / active EE | $1,330 | $6,184-78.5% | $5,433-75.5% | $4,876-72.7% |
| Participant deferral / active EE | $5,546 | $5,629-1.5% | $4,939+12.3% | $5,439+2.0% |
| Admin fee / account holder | $170 | $16,852-99.0% | $13,880-98.8% | $10,885-98.4% |