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 | $10,784 | $99,020-89.1% | $86,590-87.5% | $147,584-92.7% |
| Participation rate | 52.6% | 76.3%-23.7pp | 73.5%-20.9pp | 82.8%-30.2pp |
| Annual return | 11.98% | 1312.34%-1300.4pp | 964.84%-952.9pp | 578.55%-566.6pp |
| Employer contribution / active EE | $937 | $3,132-70.1% | $2,839-67.0% | $4,876-80.8% |
| Participant deferral / active EE | $981 | $3,972-75.3% | $3,609-72.8% | $5,439-82.0% |
| Admin fee / account holder | $154 | $5,710-97.3% | $4,906-96.9% | $10,885-98.6% |