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 | $12,673 | $112,096-88.7% | $95,952-86.8% | $158,922-92.0% |
| Participation rate | 61.1% | 79.0%-17.9pp | 77.1%-16.0pp | 82.0%-20.8pp |
| Annual return | 20.26% | 171.09%-150.8pp | 91.61%-71.4pp | 302.83%-282.6pp |
| Employer contribution / active EE | $1,274 | $3,198-60.2% | $2,541-49.9% | $4,761-73.2% |
| Participant deferral / active EE | $2,615 | $4,784-45.3% | $4,167-37.2% | $5,982-56.3% |
| Admin fee / account holder | $0 | $10,130-100.0% | $6,795-100.0% | $11,246-100.0% |