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 | $3,489 | $53,127-93.4% | $86,590-96.0% | $70,131-95.0% |
| Participation rate | 67.7% | 65.3%+2.4pp | 73.5%-5.8pp | 69.5%-1.8pp |
| Annual return | 56.81% | 27.66%+29.1pp | 964.84%-908.0pp | 73.14%-16.3pp |
| Employer contribution / active EE | $496 | $2,068-76.0% | $2,839-82.5% | $2,342-78.8% |
| Participant deferral / active EE | $1,086 | $2,696-59.7% | $3,609-69.9% | $3,332-67.4% |
| Admin fee / account holder | $285 | $3,585-92.1% | $4,906-94.2% | $4,645-93.9% |