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 | $25,941 | $144,119-82.0% | $117,854-78.0% | $147,584-82.4% |
| Participation rate | 52.6% | 83.4%-30.8pp | 79.7%-27.0pp | 82.8%-30.2pp |
| Annual return | 20.67% | 531.15%-510.5pp | 335.08%-314.4pp | 578.55%-557.9pp |
| Employer contribution / active EE | $1,523 | $4,896-68.9% | $3,786-59.8% | $4,876-68.8% |
| Participant deferral / active EE | $3,316 | $5,316-37.6% | $4,482-26.0% | $5,439-39.0% |
| Admin fee / account holder | $191 | $10,886-98.2% | $8,020-97.6% | $10,885-98.2% |