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 | $10,771 | $107,015-89.9% | $73,545-85.4% | $147,584-92.7% |
| Participation rate | 52.6% | 66.4%-13.7pp | 54.9%-2.3pp | 82.8%-30.2pp |
| Annual return | 19.77% | 38.25%-18.5pp | -15.16%+34.9pp | 578.55%-558.8pp |
| Employer contribution / active EE | $639 | $1,760-63.7% | $1,219-47.5% | $4,876-86.9% |
| Participant deferral / active EE | $2,359 | $2,462-4.2% | $1,806+30.6% | $5,439-56.6% |
| Admin fee / account holder | $1 | $3,055-100.0% | $2,320-100.0% | $10,885-100.0% |