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 | $17,241 | $113,339-84.8% | $94,993-81.8% | $147,584-88.3% |
| Participation rate | 46.2% | 78.0%-31.8pp | 73.9%-27.7pp | 82.8%-36.7pp |
| Annual return | 21.36% | 20.77%+0.6pp | 27.12%-5.8pp | 578.55%-557.2pp |
| Employer contribution / active EE | $2,064 | $3,160-34.7% | $2,603-20.7% | $4,876-57.7% |
| Participant deferral / active EE | $1,651 | $3,777-56.3% | $3,317-50.2% | $5,439-69.6% |
| Admin fee / account holder | $185 | $6,063-97.0% | $4,960-96.3% | $10,885-98.3% |