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 | $21,727 | $209,832-89.6% | $189,513-88.5% | $167,490-87.0% |
| Participation rate | 66.7% | 88.7%-22.0pp | 87.8%-21.1pp | 82.1%-15.4pp |
| Annual return | 19.00% | 748.27%-729.3pp | 555.15%-536.2pp | 478.56%-459.6pp |
| Employer contribution / active EE | $1,941 | $6,914-71.9% | $6,162-68.5% | $4,837-59.9% |
| Participant deferral / active EE | $5,721 | $8,935-36.0% | $8,221-30.4% | $6,341-9.8% |
| Admin fee / account holder | $148 | $14,293-99.0% | $12,045-98.8% | $12,309-98.8% |