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 | $17,562 | $165,912-89.4% | $122,332-85.6% | $147,584-88.1% |
| Participation rate | 56.3% | 79.6%-23.3pp | 71.6%-15.4pp | 82.8%-26.6pp |
| Annual return | 22.21% | 34.55%-12.3pp | 30.27%-8.1pp | 578.55%-556.3pp |
| Employer contribution / active EE | $1,162 | $5,754-79.8% | $4,050-71.3% | $4,876-76.2% |
| Participant deferral / active EE | $3,220 | $4,005-19.6% | $3,287-2.0% | $5,439-40.8% |
| Admin fee / account holder | $291 | $7,424-96.1% | $5,478-94.7% | $10,885-97.3% |