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 | $10,140 | $91,190-88.9% | $178,490-94.3% | $79,858-87.3% |
| Participation rate | 43.1% | 69.2%-26.1pp | 81.9%-38.8pp | 69.6%-26.6pp |
| Annual return | 26.78% | 24.19%+2.6pp | 151.07%-124.3pp | 31.71%-4.9pp |
| Employer contribution / active EE | $780 | $3,256-76.0% | $5,011-84.4% | $2,471-68.4% |
| Participant deferral / active EE | $1,483 | $3,236-54.2% | $5,202-71.5% | $3,740-60.4% |
| Admin fee / account holder | $223 | $6,751-96.7% | $13,984-98.4% | $5,306-95.8% |