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 | $26,434 | $183,963-85.6% | $162,163-83.7% | $152,861-82.7% |
| Participation rate | 57.1% | 88.5%-31.4pp | 87.6%-30.4pp | 82.4%-25.3pp |
| Annual return | 18.01% | 150.76%-132.7pp | 115.59%-97.6pp | 345.32%-327.3pp |
| Employer contribution / active EE | $2,519 | $6,371-60.5% | $5,614-55.1% | $4,762-47.1% |
| Participant deferral / active EE | $3,931 | $8,034-51.1% | $7,298-46.1% | $5,850-32.8% |
| Admin fee / account holder | $298 | $13,121-97.7% | $10,843-97.3% | $11,596-97.4% |