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 | $12,210 | $175,202-93.0% | $149,673-91.8% | $139,434-91.2% |
| Participation rate | 63.6% | 83.4%-19.7pp | 78.8%-15.1pp | 80.3%-16.7pp |
| Annual return | 18.36% | 166.71%-148.3pp | 134.42%-116.1pp | 372.94%-354.6pp |
| Employer contribution / active EE | $1,687 | $5,474-69.2% | $4,818-65.0% | $4,751-64.5% |
| Participant deferral / active EE | $2,322 | $6,519-64.4% | $5,680-59.1% | $6,710-65.4% |
| Admin fee / account holder | $37 | $16,150-99.8% | $13,210-99.7% | $11,403-99.7% |