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 | $9,617 | $140,578-93.2% | $100,671-90.4% | $125,391-92.3% |
| Participation rate | 42.9% | 80.4%-37.5pp | 70.7%-27.9pp | 83.2%-40.3pp |
| Annual return | 359.95% | 24.67%+335.3pp | 20.43%+339.5pp | 282.22%+77.7pp |
| Employer contribution / active EE | $776 | $5,965-87.0% | $4,012-80.7% | $4,866-84.1% |
| Participant deferral / active EE | $963 | $3,981-75.8% | $3,144-69.4% | $5,352-82.0% |
| Admin fee / account holder | $275 | $6,716-95.9% | $4,850-94.3% | $9,540-97.1% |