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 | $15,417 | $144,119-89.3% | $117,854-86.9% | $147,584-89.6% |
| Participation rate | 50.0% | 83.4%-33.4pp | 79.7%-29.7pp | 82.8%-32.8pp |
| Annual return | 29.65% | 531.15%-501.5pp | 335.08%-305.4pp | 578.55%-548.9pp |
| Employer contribution / active EE | $947 | $4,896-80.7% | $3,786-75.0% | $4,876-80.6% |
| Participant deferral / active EE | $3,086 | $5,316-42.0% | $4,482-31.2% | $5,439-43.3% |
| Admin fee / account holder | $45 | $10,886-99.6% | $8,020-99.4% | $10,885-99.6% |