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 | $21,197 | $98,750-78.5% | $149,696-85.8% | $79,858-73.5% |
| Participation rate | 68.8% | 75.8%-7.0pp | 82.5%-13.7pp | 69.6%-0.9pp |
| Annual return | 15.76% | 27.43%-11.7pp | 276.60%-260.8pp | 31.71%-16.0pp |
| Employer contribution / active EE | $1,310 | $3,216-59.3% | $4,644-71.8% | $2,471-47.0% |
| Participant deferral / active EE | $2,962 | $5,680-47.8% | $6,842-56.7% | $3,740-20.8% |
| Admin fee / account holder | $127 | $6,053-97.9% | $9,309-98.6% | $5,306-97.6% |