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 | $22,938 | $89,753-74.4% | $107,525-78.7% | $84,808-73.0% |
| Participation rate | 40.8% | 68.1%-27.2pp | 75.1%-34.3pp | 68.3%-27.5pp |
| Annual return | 118.26% | 29.48%+88.8pp | 181.32%-63.1pp | 40.90%+77.4pp |
| Employer contribution / active EE | $1,328 | $3,113-57.3% | $3,754-64.6% | $2,631-49.5% |
| Participant deferral / active EE | $2,008 | $4,056-50.5% | $5,116-60.7% | $4,212-52.3% |
| Admin fee / account holder | $252 | $7,222-96.5% | $8,919-97.2% | $7,344-96.6% |