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 | $21,029 | $104,251-79.8% | $91,001-76.9% | $147,584-85.8% |
| Participation rate | 50.0% | 78.2%-28.2pp | 75.6%-25.6pp | 82.8%-32.8pp |
| Annual return | 77.26% | 27.06%+50.2pp | 4.60%+72.7pp | 578.55%-501.3pp |
| Employer contribution / active EE | $2,083 | $3,116-33.2% | $2,456-15.2% | $4,876-57.3% |
| Participant deferral / active EE | $4,760 | $4,195+13.5% | $3,547+34.2% | $5,439-12.5% |
| Admin fee / account holder | $37 | $8,948-99.6% | $5,417-99.3% | $10,885-99.7% |