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 | $29,131 | $198,466-85.3% | $170,442-82.9% | $147,584-80.3% |
| Participation rate | 66.7% | 88.0%-21.3pp | 83.6%-16.9pp | 82.8%-16.2pp |
| Annual return | 36.36% | 257.29%-220.9pp | 205.93%-169.6pp | 578.55%-542.2pp |
| Employer contribution / active EE | $2,129 | $6,184-65.6% | $5,433-60.8% | $4,876-56.3% |
| Participant deferral / active EE | $9,471 | $5,629+68.2% | $4,939+91.7% | $5,439+74.1% |
| Admin fee / account holder | $6 | $16,852-100.0% | $13,880-100.0% | $10,885-99.9% |