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 | $7,414 | $83,337-91.1% | $67,834-89.1% | $273,961-97.3% |
| Participation rate | 61.9% | 76.4%-14.5pp | 68.8%-6.9pp | 83.0%-21.1pp |
| Annual return | 14.11% | 259.45%-245.3pp | 138.47%-124.4pp | 41.45%-27.3pp |
| Employer contribution / active EE | $799 | $3,287-75.7% | $2,403-66.8% | $4,869-83.6% |
| Participant deferral / active EE | $2,245 | $4,088-45.1% | $3,160-28.9% | $5,287-57.5% |
| Admin fee / account holder | $0 | $6,752-100.0% | $4,622-100.0% | $10,132-100.0% |