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 | $9,110 | $99,020-90.8% | $86,590-89.5% | $147,584-93.8% |
| Participation rate | 66.7% | 76.3%-9.7pp | 73.5%-6.9pp | 82.8%-16.2pp |
| Annual return | 36.71% | 1312.34%-1275.6pp | 964.84%-928.1pp | 578.55%-541.8pp |
| Employer contribution / active EE | $644 | $3,132-79.4% | $2,839-77.3% | $4,876-86.8% |
| Participant deferral / active EE | $3,851 | $3,972-3.1% | $3,609+6.7% | $5,439-29.2% |
| Admin fee / account holder | $98 | $5,710-98.3% | $4,906-98.0% | $10,885-99.1% |