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 | $6,488 | $99,020-93.4% | $86,590-92.5% | $147,584-95.6% |
| Participation rate | 64.3% | 76.3%-12.1pp | 73.5%-9.3pp | 82.8%-18.5pp |
| Annual return | 20.48% | 1312.34%-1291.9pp | 964.84%-944.4pp | 578.55%-558.1pp |
| Employer contribution / active EE | $255 | $3,132-91.9% | $2,839-91.0% | $4,876-94.8% |
| Participant deferral / active EE | $1,009 | $3,972-74.6% | $3,609-72.0% | $5,439-81.4% |
| Admin fee / account holder | $0 | $5,710-100.0% | $4,906-100.0% | $10,885-100.0% |