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 | $6,321 | $99,020-93.6% | $86,590-92.7% | $147,584-95.7% |
| Participation rate | 38.9% | 76.3%-37.5pp | 73.5%-34.7pp | 82.8%-43.9pp |
| Annual return | 17.03% | 1312.34%-1295.3pp | 964.84%-947.8pp | 578.55%-561.5pp |
| Employer contribution / active EE | $499 | $3,132-84.1% | $2,839-82.4% | $4,876-89.8% |
| Participant deferral / active EE | $1,235 | $3,972-68.9% | $3,609-65.8% | $5,439-77.3% |
| Admin fee / account holder | $185 | $5,710-96.8% | $4,906-96.2% | $10,885-98.3% |