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 | $7,204 | $101,069-92.9% | $81,478-91.2% | $147,584-95.1% |
| Participation rate | 61.5% | 74.5%-12.9pp | 68.0%-6.4pp | 82.8%-21.3pp |
| Annual return | 36.59% | 32.40%+4.2pp | 38.78%-2.2pp | 578.55%-542.0pp |
| Employer contribution / active EE | $1,166 | $3,205-63.6% | $2,568-54.6% | $4,876-76.1% |
| Participant deferral / active EE | $1,453 | $4,242-65.7% | $3,537-58.9% | $5,439-73.3% |
| Admin fee / account holder | $0 | $5,812-100.0% | $4,561-100.0% | $10,885-100.0% |