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 | $22,846 | $144,119-84.1% | $117,854-80.6% | $147,584-84.5% |
| Participation rate | 63.2% | 83.4%-20.3pp | 79.7%-16.5pp | 82.8%-19.7pp |
| Annual return | 30.88% | 531.15%-500.3pp | 335.08%-304.2pp | 578.55%-547.7pp |
| Employer contribution / active EE | $1,864 | $4,896-61.9% | $3,786-50.8% | $4,876-61.8% |
| Participant deferral / active EE | $2,272 | $5,316-57.3% | $4,482-49.3% | $5,439-58.2% |
| Admin fee / account holder | $174 | $10,886-98.4% | $8,020-97.8% | $10,885-98.4% |