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 | $30,860 | $197,591-84.4% | $177,821-82.6% | $158,922-80.6% |
| Participation rate | 66.7% | 88.5%-21.9pp | 87.7%-21.1pp | 82.0%-15.3pp |
| Annual return | 36.67% | 58.76%-22.1pp | 48.32%-11.7pp | 302.83%-266.2pp |
| Employer contribution / active EE | $2,470 | $6,697-63.1% | $5,918-58.3% | $4,761-48.1% |
| Participant deferral / active EE | $9,934 | $8,405+18.2% | $7,714+28.8% | $5,982+66.1% |
| Admin fee / account holder | $165 | $15,399-98.9% | $12,427-98.7% | $11,246-98.5% |