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 | $26,614 | $202,318-86.8% | $172,739-84.6% | $152,861-82.6% |
| Participation rate | 53.3% | 87.1%-33.7pp | 82.6%-29.3pp | 82.4%-29.1pp |
| Annual return | 21.38% | 1029.65%-1008.3pp | 802.84%-781.5pp | 345.32%-323.9pp |
| Employer contribution / active EE | $1,776 | $5,856-69.7% | $5,143-65.5% | $4,762-62.7% |
| Participant deferral / active EE | $3,099 | $5,948-47.9% | $5,198-40.4% | $5,850-47.0% |
| Admin fee / account holder | $279 | $17,109-98.4% | $13,954-98.0% | $11,596-97.6% |