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 | $21,294 | $78,705-72.9% | $117,854-81.9% | $70,131-69.6% |
| Participation rate | 66.7% | 73.2%-6.5pp | 79.7%-13.0pp | 69.5%-2.9pp |
| Annual return | 14.31% | 23.30%-9.0pp | 335.08%-320.8pp | 73.14%-58.8pp |
| Employer contribution / active EE | $1,251 | $2,223-43.8% | $3,786-67.0% | $2,342-46.6% |
| Participant deferral / active EE | $1,871 | $3,297-43.3% | $4,482-58.3% | $3,332-43.8% |
| Admin fee / account holder | $86 | $5,065-98.3% | $8,020-98.9% | $4,645-98.2% |