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 | $9,232 | $99,652-90.7% | $78,778-88.3% | $147,584-93.7% |
| Participation rate | 60.0% | 76.2%-16.2pp | 69.2%-9.2pp | 82.8%-22.8pp |
| Annual return | 14.19% | 47.28%-33.1pp | 35.62%-21.4pp | 578.55%-564.4pp |
| Employer contribution / active EE | $1,394 | $2,796-50.1% | $1,986-29.8% | $4,876-71.4% |
| Participant deferral / active EE | $2,652 | $3,664-27.6% | $2,958-10.4% | $5,439-51.2% |
| Admin fee / account holder | $208 | $7,155-97.1% | $5,134-95.9% | $10,885-98.1% |