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 | $1,636 | $107,015-98.5% | $73,545-97.8% | $147,584-98.9% |
| Participation rate | 65.2% | 66.4%-1.2pp | 54.9%+10.3pp | 82.8%-17.6pp |
| Annual return | 28.77% | 38.25%-9.5pp | -15.16%+43.9pp | 578.55%-549.8pp |
| Employer contribution / active EE | $135 | $1,760-92.3% | $1,219-88.9% | $4,876-97.2% |
| Participant deferral / active EE | $560 | $2,462-77.2% | $1,806-69.0% | $5,439-89.7% |
| Admin fee / account holder | $147 | $3,055-95.2% | $2,320-93.7% | $10,885-98.7% |