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 | $13,088 | $106,890-87.8% | $84,015-84.4% | $152,861-91.4% |
| Participation rate | 62.5% | 75.2%-12.7pp | 69.0%-6.5pp | 82.4%-19.9pp |
| Annual return | 32.84% | 104.99%-72.1pp | 71.31%-38.5pp | 345.32%-312.5pp |
| Employer contribution / active EE | $875 | $2,734-68.0% | $1,983-55.9% | $4,762-81.6% |
| Participant deferral / active EE | $3,036 | $4,011-24.3% | $3,239-6.3% | $5,850-48.1% |
| Admin fee / account holder | $139 | $8,285-98.3% | $6,101-97.7% | $11,596-98.8% |