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 | $8,617 | $107,015-91.9% | $73,545-88.3% | $147,584-94.2% |
| Participation rate | 10.0% | 66.4%-56.4pp | 54.9%-44.9pp | 82.8%-72.8pp |
| Annual return | 14.57% | 38.25%-23.7pp | -15.16%+29.7pp | 578.55%-564.0pp |
| Employer contribution / active EE | $7 | $1,760-99.6% | $1,219-99.4% | $4,876-99.9% |
| Participant deferral / active EE | $32 | $2,462-98.7% | $1,806-98.2% | $5,439-99.4% |
| Admin fee / account holder | $233 | $3,055-92.4% | $2,320-90.0% | $10,885-97.9% |