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 | $1,863 | $93,071-98.0% | $74,583-97.5% | $273,961-99.3% |
| Participation rate | 56.3% | 74.9%-18.7pp | 68.1%-11.9pp | 83.0%-26.8pp |
| Annual return | 13.44% | 26.18%-12.7pp | 20.47%-7.0pp | 41.45%-28.0pp |
| Employer contribution / active EE | $334 | $3,160-89.4% | $2,525-86.8% | $4,869-93.1% |
| Participant deferral / active EE | $568 | $4,160-86.4% | $3,458-83.6% | $5,287-89.3% |
| Admin fee / account holder | $3 | $5,272-99.9% | $4,138-99.9% | $10,132-100.0% |