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 | $8,029 | $65,409-87.7% | $98,442-91.8% | $85,850-90.6% |
| Participation rate | 53.8% | 65.0%-11.2pp | 73.3%-19.5pp | 69.3%-15.5pp |
| Annual return | 16.07% | 21.76%-5.7pp | 1492.73%-1476.7pp | 318.53%-302.5pp |
| Employer contribution / active EE | $0 | $2,168-100.0% | $2,960-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $957 | $3,166-69.8% | $4,276-77.6% | $3,952-75.8% |
| Admin fee / account holder | $292 | $4,593-93.6% | $5,949-95.1% | $6,260-95.3% |