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 | $16,417 | $63,346-74.1% | $92,233-82.2% | $70,131-76.6% |
| Participation rate | 68.8% | 68.7%+0.1pp | 76.5%-7.7pp | 69.5%-0.8pp |
| Annual return | 22.19% | 530.12%-507.9pp | 176.28%-154.1pp | 73.14%-51.0pp |
| Employer contribution / active EE | $1,864 | $2,471-24.6% | $3,679-49.3% | $2,342-20.4% |
| Participant deferral / active EE | $2,591 | $2,854-9.2% | $3,897-33.5% | $3,332-22.2% |
| Admin fee / account holder | $236 | $3,840-93.8% | $5,194-95.4% | $4,645-94.9% |