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 | $30,608 | $202,318-84.9% | $172,739-82.3% | $152,861-80.0% |
| Participation rate | 68.8% | 87.1%-18.3pp | 82.6%-13.9pp | 82.4%-13.7pp |
| Annual return | 29.45% | 1029.65%-1000.2pp | 802.84%-773.4pp | 345.32%-315.9pp |
| Employer contribution / active EE | $1,451 | $5,856-75.2% | $5,143-71.8% | $4,762-69.5% |
| Participant deferral / active EE | $3,851 | $5,948-35.3% | $5,198-25.9% | $5,850-34.2% |
| Admin fee / account holder | $30 | $17,109-99.8% | $13,954-99.8% | $11,596-99.7% |