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 | $7,930 | $99,020-92.0% | $86,590-90.8% | $147,584-94.6% |
| Participation rate | 60.0% | 76.3%-16.3pp | 73.5%-13.5pp | 82.8%-22.8pp |
| Annual return | 31.89% | 1312.34%-1280.4pp | 964.84%-933.0pp | 578.55%-546.7pp |
| Employer contribution / active EE | $894 | $3,132-71.5% | $2,839-68.5% | $4,876-81.7% |
| Participant deferral / active EE | $1,815 | $3,972-54.3% | $3,609-49.7% | $5,439-66.6% |
| Admin fee / account holder | $22 | $5,710-99.6% | $4,906-99.6% | $10,885-99.8% |