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 3-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 | $10,673 | $175,202-93.9% | $149,673-92.9% | $139,434-92.3% |
| Participation rate | 66.7% | 83.4%-16.7pp | 78.8%-12.1pp | 80.3%-13.7pp |
| Annual return | 29.50% | 166.71%-137.2pp | 134.42%-104.9pp | 372.94%-343.4pp |
| Employer contribution / active EE | $1,860 | $5,474-66.0% | $4,818-61.4% | $4,751-60.8% |
| Participant deferral / active EE | $2,356 | $6,519-63.9% | $5,680-58.5% | $6,710-64.9% |
| Admin fee / account holder | $68 | $16,150-99.6% | $13,210-99.5% | $11,403-99.4% |