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 | $6,341 | $99,079-93.6% | $77,999-91.9% | $273,961-97.7% |
| Participation rate | 66.7% | 78.6%-11.9pp | 75.5%-8.9pp | 83.0%-16.3pp |
| Annual return | 15.64% | 217.93%-202.3pp | 425.96%-410.3pp | 41.45%-25.8pp |
| Employer contribution / active EE | $1,510 | $3,308-54.4% | $2,470-38.9% | $4,869-69.0% |
| Participant deferral / active EE | $1,887 | $4,306-56.2% | $3,497-46.0% | $5,287-64.3% |
| Admin fee / account holder | $51 | $8,954-99.4% | $5,480-99.1% | $10,132-99.5% |