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 | $11,300 | $58,828-80.8% | $77,999-85.5% | $62,891-82.0% |
| Participation rate | 67.9% | 71.1%-3.1pp | 75.5%-7.6pp | 69.3%-1.4pp |
| Annual return | 35.75% | 17.16%+18.6pp | 425.96%-390.2pp | 20.14%+15.6pp |
| Employer contribution / active EE | $1,186 | $1,672-29.1% | $2,470-52.0% | $2,281-48.0% |
| Participant deferral / active EE | $3,218 | $2,686+19.8% | $3,497-8.0% | $3,203+0.5% |
| Admin fee / account holder | $182 | $4,393-95.9% | $5,480-96.7% | $4,296-95.8% |