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 | $17,069 | $99,652-82.9% | $78,778-78.3% | $147,584-88.4% |
| Participation rate | 64.7% | 76.2%-11.5pp | 69.2%-4.5pp | 82.8%-18.1pp |
| Annual return | 26.48% | 47.28%-20.8pp | 35.62%-9.1pp | 578.55%-552.1pp |
| Employer contribution / active EE | $1,102 | $2,796-60.6% | $1,986-44.5% | $4,876-77.4% |
| Participant deferral / active EE | $2,999 | $3,664-18.1% | $2,958+1.4% | $5,439-44.9% |
| Admin fee / account holder | $183 | $7,155-97.4% | $5,134-96.4% | $10,885-98.3% |