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 | $9,571 | $105,998-91.0% | $92,233-89.6% | $147,584-93.5% |
| Participation rate | 58.3% | 80.4%-22.1pp | 76.5%-18.1pp | 82.8%-24.5pp |
| Annual return | 30.30% | 50.05%-19.7pp | 176.28%-146.0pp | 578.55%-548.2pp |
| Employer contribution / active EE | $1,351 | $4,333-68.8% | $3,679-63.3% | $4,876-72.3% |
| Participant deferral / active EE | $1,624 | $4,478-63.7% | $3,897-58.3% | $5,439-70.1% |
| Admin fee / account holder | $66 | $6,332-99.0% | $5,194-98.7% | $10,885-99.4% |