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 | $16,286 | $232,540-93.0% | $185,117-91.2% | $147,584-89.0% |
| Participation rate | 26.1% | 82.4%-56.3pp | 77.3%-51.2pp | 82.8%-56.7pp |
| Annual return | 14.84% | 43.03%-28.2pp | 40.50%-25.7pp | 578.55%-563.7pp |
| Employer contribution / active EE | $788 | $5,195-84.8% | $4,182-81.2% | $4,876-83.8% |
| Participant deferral / active EE | $1,017 | $5,834-82.6% | $5,045-79.9% | $5,439-81.3% |
| Admin fee / account holder | $48 | $10,275-99.5% | $8,159-99.4% | $10,885-99.6% |