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 | $12,567 | $104,251-87.9% | $91,001-86.2% | $147,584-91.5% |
| Participation rate | 37.5% | 78.2%-40.7pp | 75.6%-38.1pp | 82.8%-45.3pp |
| Annual return | 32.39% | 27.06%+5.3pp | 4.60%+27.8pp | 578.55%-546.2pp |
| Employer contribution / active EE | $835 | $3,116-73.2% | $2,456-66.0% | $4,876-82.9% |
| Participant deferral / active EE | $4,767 | $4,195+13.6% | $3,547+34.4% | $5,439-12.4% |
| Admin fee / account holder | $265 | $8,948-97.0% | $5,417-95.1% | $10,885-97.6% |