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 | $8,051 | $73,515-89.0% | $62,995-87.2% | $147,584-94.5% |
| Participation rate | 42.9% | 77.9%-35.0pp | 74.8%-32.0pp | 82.8%-40.0pp |
| Annual return | 22.71% | 175.43%-152.7pp | 87.57%-64.9pp | 578.55%-555.8pp |
| Employer contribution / active EE | $697 | $3,320-79.0% | $2,759-74.8% | $4,876-85.7% |
| Participant deferral / active EE | $1,876 | $4,185-55.2% | $3,329-43.6% | $5,439-65.5% |
| Admin fee / account holder | $0 | $5,953-100.0% | $3,600-100.0% | $10,885-100.0% |