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 | $20,525 | $198,466-89.7% | $170,442-88.0% | $147,584-86.1% |
| Participation rate | 50.0% | 88.0%-38.0pp | 83.6%-33.6pp | 82.8%-32.8pp |
| Annual return | 37.32% | 257.29%-220.0pp | 205.93%-168.6pp | 578.55%-541.2pp |
| Employer contribution / active EE | $2,304 | $6,184-62.7% | $5,433-57.6% | $4,876-52.8% |
| Participant deferral / active EE | $2,271 | $5,629-59.7% | $4,939-54.0% | $5,439-58.2% |
| Admin fee / account holder | $149 | $16,852-99.1% | $13,880-98.9% | $10,885-98.6% |