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 | $14,516 | $63,346-77.1% | $92,233-84.3% | $70,131-79.3% |
| Participation rate | 60.0% | 68.7%-8.7pp | 76.5%-16.5pp | 69.5%-9.5pp |
| Annual return | 28.13% | 530.12%-502.0pp | 176.28%-148.1pp | 73.14%-45.0pp |
| Employer contribution / active EE | $2,848 | $2,471+15.2% | $3,679-22.6% | $2,342+21.6% |
| Participant deferral / active EE | $4,062 | $2,854+42.3% | $3,897+4.2% | $3,332+21.9% |
| Admin fee / account holder | $294 | $3,840-92.4% | $5,194-94.3% | $4,645-93.7% |