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 | $8,189 | $99,341-91.8% | $84,750-90.3% | $273,961-97.0% |
| Participation rate | 68.2% | 80.7%-12.5pp | 76.6%-8.4pp | 83.0%-14.8pp |
| Annual return | 129.06% | 22.93%+106.1pp | 22.78%+106.3pp | 41.45%+87.6pp |
| Employer contribution / active EE | $1,645 | $4,214-61.0% | $3,574-54.0% | $4,869-66.2% |
| Participant deferral / active EE | $3,221 | $4,269-24.6% | $3,712-13.2% | $5,287-39.1% |
| Admin fee / account holder | $0 | $6,644-100.0% | $5,332-100.0% | $10,132-100.0% |