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 | $7,674 | $63,346-87.9% | $92,233-91.7% | $70,131-89.1% |
| Participation rate | 40.0% | 68.7%-28.7pp | 76.5%-36.5pp | 69.5%-29.5pp |
| Annual return | 37.14% | 530.12%-493.0pp | 176.28%-139.1pp | 73.14%-36.0pp |
| Employer contribution / active EE | $977 | $2,471-60.5% | $3,679-73.4% | $2,342-58.3% |
| Participant deferral / active EE | $2,188 | $2,854-23.3% | $3,897-43.8% | $3,332-34.3% |
| Admin fee / account holder | $236 | $3,840-93.9% | $5,194-95.5% | $4,645-94.9% |