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 7-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 | $18,009 | $176,056-89.8% | $159,436-88.7% | $167,490-89.2% |
| Participation rate | 50.0% | 84.9%-34.9pp | 82.8%-32.8pp | 82.1%-32.1pp |
| Annual return | 15.00% | 331.75%-316.7pp | 263.57%-248.6pp | 478.56%-463.6pp |
| Employer contribution / active EE | $2,742 | $5,297-48.2% | $4,829-43.2% | $4,837-43.3% |
| Participant deferral / active EE | $3,671 | $7,750-52.6% | $7,352-50.1% | $6,341-42.1% |
| Admin fee / account holder | $118 | $12,554-99.1% | $10,799-98.9% | $12,309-99.0% |