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 | $6,808 | $99,079-93.1% | $77,999-91.3% | $273,961-97.5% |
| Participation rate | 60.0% | 78.6%-18.6pp | 75.5%-15.5pp | 83.0%-23.0pp |
| Annual return | 21.26% | 217.93%-196.7pp | 425.96%-404.7pp | 41.45%-20.2pp |
| Employer contribution / active EE | $939 | $3,308-71.6% | $2,470-62.0% | $4,869-80.7% |
| Participant deferral / active EE | $1,640 | $4,306-61.9% | $3,497-53.1% | $5,287-69.0% |
| Admin fee / account holder | $14 | $8,954-99.8% | $5,480-99.7% | $10,132-99.9% |