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 | $13,107 | $176,377-92.6% | $134,143-90.2% | $158,922-91.8% |
| Participation rate | 41.7% | 78.7%-37.0pp | 72.2%-30.5pp | 82.0%-40.3pp |
| Annual return | 16.68% | 63.63%-46.9pp | 36.33%-19.6pp | 302.83%-286.1pp |
| Employer contribution / active EE | $206 | $5,040-95.9% | $3,704-94.4% | $4,761-95.7% |
| Participant deferral / active EE | $697 | $4,091-83.0% | $3,499-80.1% | $5,982-88.4% |
| Admin fee / account holder | $0 | $8,718-100.0% | $6,684-100.0% | $11,246-100.0% |