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 | $6,730 | $165,912-95.9% | $122,332-94.5% | $147,584-95.4% |
| Participation rate | 69.2% | 79.6%-10.3pp | 71.6%-2.4pp | 82.8%-13.6pp |
| Annual return | 21.65% | 34.55%-12.9pp | 30.27%-8.6pp | 578.55%-556.9pp |
| Employer contribution / active EE | $543 | $5,754-90.6% | $4,050-86.6% | $4,876-88.9% |
| Participant deferral / active EE | $2,643 | $4,005-34.0% | $3,287-19.6% | $5,439-51.4% |
| Admin fee / account holder | $36 | $7,424-99.5% | $5,478-99.3% | $10,885-99.7% |