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 | $22,301 | $82,523-73.0% | $115,752-80.7% | $70,131-68.2% |
| Participation rate | 38.6% | 74.0%-35.4pp | 77.8%-39.1pp | 69.5%-30.9pp |
| Annual return | 24.03% | 28.22%-4.2pp | 19.41%+4.6pp | 73.14%-49.1pp |
| Employer contribution / active EE | $1,729 | $2,758-37.3% | $3,492-50.5% | $2,342-26.2% |
| Participant deferral / active EE | $2,642 | $4,062-35.0% | $5,204-49.2% | $3,332-20.7% |
| Admin fee / account holder | $13 | $4,552-99.7% | $6,278-99.8% | $4,645-99.7% |