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 | $18,957 | $165,912-88.6% | $122,332-84.5% | $147,584-87.2% |
| Participation rate | 38.5% | 79.6%-41.1pp | 71.6%-33.2pp | 82.8%-44.4pp |
| Annual return | 16.81% | 34.55%-17.7pp | 30.27%-13.5pp | 578.55%-561.7pp |
| Employer contribution / active EE | $0 | $5,754-100.0% | $4,050-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $841 | $4,005-79.0% | $3,287-74.4% | $5,439-84.5% |
| Admin fee / account holder | $66 | $7,424-99.1% | $5,478-98.8% | $10,885-99.4% |