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 | $13,189 | $99,652-86.8% | $78,778-83.3% | $147,584-91.1% |
| Participation rate | 42.9% | 76.2%-33.4pp | 69.2%-26.3pp | 82.8%-40.0pp |
| Annual return | 166.42% | 47.28%+119.1pp | 35.62%+130.8pp | 578.55%-412.1pp |
| Employer contribution / active EE | $2,217 | $2,796-20.7% | $1,986+11.7% | $4,876-54.5% |
| Participant deferral / active EE | $2,980 | $3,664-18.7% | $2,958+0.7% | $5,439-45.2% |
| Admin fee / account holder | $5 | $7,155-99.9% | $5,134-99.9% | $10,885-100.0% |