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 | $8,688 | $185,200-95.3% | $142,863-93.9% | $167,490-94.8% |
| Participation rate | 33.3% | 78.4%-45.1pp | 71.9%-38.6pp | 82.1%-48.8pp |
| Annual return | 7.53% | 8555.70%-8548.2pp | 5637.54%-5630.0pp | 478.56%-471.0pp |
| Employer contribution / active EE | $352 | $5,604-93.7% | $4,144-91.5% | $4,837-92.7% |
| Participant deferral / active EE | $703 | $4,494-84.4% | $3,837-81.7% | $6,341-88.9% |
| Admin fee / account holder | $109 | $8,031-98.6% | $6,560-98.3% | $12,309-99.1% |