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 | $31,389 | $198,466-84.2% | $170,442-81.6% | $147,584-78.7% |
| Participation rate | 60.0% | 88.0%-28.0pp | 83.6%-23.6pp | 82.8%-22.8pp |
| Annual return | 28.70% | 257.29%-228.6pp | 205.93%-177.2pp | 578.55%-549.8pp |
| Employer contribution / active EE | $2,020 | $6,184-67.3% | $5,433-62.8% | $4,876-58.6% |
| Participant deferral / active EE | $5,596 | $5,629-0.6% | $4,939+13.3% | $5,439+2.9% |
| Admin fee / account holder | $20 | $16,852-99.9% | $13,880-99.9% | $10,885-99.8% |