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 | $6,449 | $58,927-89.1% | $76,817-91.6% | $72,985-91.2% |
| Participation rate | 69.3% | 67.3%+2.0pp | 72.1%-2.7pp | 69.5%-0.2pp |
| Annual return | 24.09% | 2305.64%-2281.6pp | 1166.11%-1142.0pp | 81.00%-56.9pp |
| Employer contribution / active EE | $911 | $1,787-49.0% | $2,302-60.4% | $2,440-62.7% |
| Participant deferral / active EE | $2,050 | $2,690-23.8% | $3,336-38.5% | $3,607-43.2% |
| Admin fee / account holder | $71 | $4,013-98.2% | $6,420-98.9% | $5,124-98.6% |