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 | $3,542 | $32,037-88.9% | $69,182-94.9% | $62,891-94.4% |
| Participation rate | 31.8% | 43.4%-11.6pp | 55.1%-23.3pp | 69.3%-37.5pp |
| Annual return | 16.64% | 15.16%+1.5pp | -21.93%+38.6pp | 20.14%-3.5pp |
| Employer contribution / active EE | $380 | $679-44.0% | $1,206-68.5% | $2,281-83.3% |
| Participant deferral / active EE | $435 | $1,185-63.3% | $1,897-77.0% | $3,203-86.4% |
| Admin fee / account holder | $110 | $2,608-95.8% | $2,697-95.9% | $4,296-97.4% |