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 7-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 | $10,784 | $78,422-86.2% | $95,952-88.8% | $79,858-86.5% |
| Participation rate | 51.9% | 73.5%-21.6pp | 77.1%-25.2pp | 69.6%-17.8pp |
| Annual return | 33.78% | 19.37%+14.4pp | 91.61%-57.8pp | 31.71%+2.1pp |
| Employer contribution / active EE | $1,042 | $1,945-46.4% | $2,541-59.0% | $2,471-57.8% |
| Participant deferral / active EE | $2,660 | $3,440-22.7% | $4,167-36.2% | $3,740-28.9% |
| Admin fee / account holder | $40 | $5,622-99.3% | $6,795-99.4% | $5,306-99.3% |