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 | $5,529 | $53,127-89.6% | $86,590-93.6% | $70,131-92.1% |
| Participation rate | 25.5% | 65.3%-39.8pp | 73.5%-48.1pp | 69.5%-44.1pp |
| Annual return | 40.07% | 27.66%+12.4pp | 964.84%-924.8pp | 73.14%-33.1pp |
| Employer contribution / active EE | $392 | $2,068-81.0% | $2,839-86.2% | $2,342-83.2% |
| Participant deferral / active EE | $1,013 | $2,696-62.4% | $3,609-71.9% | $3,332-69.6% |
| Admin fee / account holder | $44 | $3,585-98.8% | $4,906-99.1% | $4,645-99.1% |