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 | $27,186 | $180,449-84.9% | $154,107-82.4% | $135,375-79.9% |
| Participation rate | 37.5% | 87.4%-49.9pp | 83.0%-45.5pp | 82.6%-45.1pp |
| Annual return | 8.96% | 888.09%-879.1pp | 735.12%-726.2pp | 519.73%-510.8pp |
| Employer contribution / active EE | $2,438 | $6,035-59.6% | $5,298-54.0% | $4,779-49.0% |
| Participant deferral / active EE | $5,942 | $5,806+2.3% | $5,081+17.0% | $5,609+5.9% |
| Admin fee / account holder | $61 | $16,143-99.6% | $13,411-99.5% | $10,827-99.4% |