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 | $21,795 | $202,318-89.2% | $172,739-87.4% | $152,861-85.7% |
| Participation rate | 50.0% | 87.1%-37.1pp | 82.6%-32.6pp | 82.4%-32.4pp |
| Annual return | 32.11% | 1029.65%-997.5pp | 802.84%-770.7pp | 345.32%-313.2pp |
| Employer contribution / active EE | $2,656 | $5,856-54.6% | $5,143-48.4% | $4,762-44.2% |
| Participant deferral / active EE | $2,670 | $5,948-55.1% | $5,198-48.6% | $5,850-54.4% |
| Admin fee / account holder | $229 | $17,109-98.7% | $13,954-98.4% | $11,596-98.0% |