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 | $14,717 | $157,256-90.6% | $141,162-89.6% | $152,861-90.4% |
| Participation rate | 52.4% | 84.8%-32.4pp | 82.5%-30.1pp | 82.4%-30.1pp |
| Annual return | 54.61% | 64.32%-9.7pp | 71.39%-16.8pp | 345.32%-290.7pp |
| Employer contribution / active EE | $1,046 | $5,261-80.1% | $4,735-77.9% | $4,762-78.0% |
| Participant deferral / active EE | $3,171 | $7,109-55.4% | $6,709-52.7% | $5,850-45.8% |
| Admin fee / account holder | $20 | $12,120-99.8% | $10,261-99.8% | $11,596-99.8% |