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 | $14,994 | $105,998-85.9% | $92,233-83.7% | $147,584-89.8% |
| Participation rate | 53.3% | 80.4%-27.1pp | 76.5%-23.1pp | 82.8%-29.5pp |
| Annual return | 16.74% | 50.05%-33.3pp | 176.28%-159.5pp | 578.55%-561.8pp |
| Employer contribution / active EE | $1,529 | $4,333-64.7% | $3,679-58.4% | $4,876-68.6% |
| Participant deferral / active EE | $2,845 | $4,478-36.5% | $3,897-27.0% | $5,439-47.7% |
| Admin fee / account holder | $20 | $6,332-99.7% | $5,194-99.6% | $10,885-99.8% |