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 | $11,049 | $115,770-90.5% | $101,248-89.1% | $158,922-93.0% |
| Participation rate | 45.5% | 79.4%-33.9pp | 75.8%-30.4pp | 82.0%-36.5pp |
| Annual return | 13.60% | 56.14%-42.5pp | 46.47%-32.9pp | 302.83%-289.2pp |
| Employer contribution / active EE | $1,124 | $4,175-73.1% | $3,660-69.3% | $4,761-76.4% |
| Participant deferral / active EE | $1,369 | $4,957-72.4% | $4,370-68.7% | $5,982-77.1% |
| Admin fee / account holder | $44 | $7,245-99.4% | $5,945-99.3% | $11,246-99.6% |