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 | $23,952 | $144,119-83.4% | $117,854-79.7% | $147,584-83.8% |
| Participation rate | 27.3% | 83.4%-56.1pp | 79.7%-52.4pp | 82.8%-55.6pp |
| Annual return | 25.78% | 531.15%-505.4pp | 335.08%-309.3pp | 578.55%-552.8pp |
| Employer contribution / active EE | $885 | $4,896-81.9% | $3,786-76.6% | $4,876-81.8% |
| Participant deferral / active EE | $1,822 | $5,316-65.7% | $4,482-59.3% | $5,439-66.5% |
| Admin fee / account holder | $0 | $10,886-100.0% | $8,020-100.0% | $10,885-100.0% |