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 | $5,983 | $107,015-94.4% | $73,545-91.9% | $147,584-95.9% |
| Participation rate | 11.1% | 66.4%-55.3pp | 54.9%-43.8pp | 82.8%-71.7pp |
| Annual return | 13.77% | 38.25%-24.5pp | -15.16%+28.9pp | 578.55%-564.8pp |
| Employer contribution / active EE | $268 | $1,760-84.7% | $1,219-78.0% | $4,876-94.5% |
| Participant deferral / active EE | $373 | $2,462-84.9% | $1,806-79.4% | $5,439-93.1% |
| Admin fee / account holder | $83 | $3,055-97.3% | $2,320-96.4% | $10,885-99.2% |