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 | $11,066 | $99,079-88.8% | $77,999-85.8% | $273,961-96.0% |
| Participation rate | 60.0% | 78.6%-18.6pp | 75.5%-15.5pp | 83.0%-23.0pp |
| Annual return | 5.08% | 217.93%-212.8pp | 425.96%-420.9pp | 41.45%-36.4pp |
| Employer contribution / active EE | $1,150 | $3,308-65.2% | $2,470-53.4% | $4,869-76.4% |
| Participant deferral / active EE | $2,309 | $4,306-46.4% | $3,497-34.0% | $5,287-56.3% |
| Admin fee / account holder | $54 | $8,954-99.4% | $5,480-99.0% | $10,132-99.5% |