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 | $19,491 | $232,540-91.6% | $185,117-89.5% | $147,584-86.8% |
| Participation rate | 60.0% | 82.4%-22.4pp | 77.3%-17.3pp | 82.8%-22.8pp |
| Annual return | 31.30% | 43.03%-11.7pp | 40.50%-9.2pp | 578.55%-547.3pp |
| Employer contribution / active EE | $1,272 | $5,195-75.5% | $4,182-69.6% | $4,876-73.9% |
| Participant deferral / active EE | $4,252 | $5,834-27.1% | $5,045-15.7% | $5,439-21.8% |
| Admin fee / account holder | $65 | $10,275-99.4% | $8,159-99.2% | $10,885-99.4% |