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 | $13,172 | $53,127-75.2% | $86,590-84.8% | $70,131-81.2% |
| Participation rate | 40.6% | 65.3%-24.7pp | 73.5%-32.9pp | 69.5%-28.9pp |
| Annual return | 15.12% | 27.66%-12.5pp | 964.84%-949.7pp | 73.14%-58.0pp |
| Employer contribution / active EE | $729 | $2,068-64.7% | $2,839-74.3% | $2,342-68.9% |
| Participant deferral / active EE | $2,322 | $2,696-13.9% | $3,609-35.7% | $3,332-30.3% |
| Admin fee / account holder | $0 | $3,585-100.0% | $4,906-100.0% | $4,645-100.0% |