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 | $7,386 | $54,541-86.5% | $78,778-90.6% | $70,131-89.5% |
| Participation rate | 41.0% | 60.8%-19.8pp | 69.2%-28.2pp | 69.5%-28.5pp |
| Annual return | 63.15% | 21.07%+42.1pp | 35.62%+27.5pp | 73.14%-10.0pp |
| Employer contribution / active EE | $514 | $1,089-52.7% | $1,986-74.1% | $2,342-78.0% |
| Participant deferral / active EE | $1,186 | $2,210-46.4% | $2,958-59.9% | $3,332-64.4% |
| Admin fee / account holder | $136 | $3,709-96.3% | $5,134-97.3% | $4,645-97.1% |