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 | $5,323 | $103,949-94.9% | $69,182-92.3% | $273,961-98.1% |
| Participation rate | 50.0% | 67.4%-17.4pp | 55.1%-5.1pp | 83.0%-33.0pp |
| Annual return | 78.04% | 35.28%+42.8pp | -21.93%+100.0pp | 41.45%+36.6pp |
| Employer contribution / active EE | $557 | $1,783-68.8% | $1,206-53.8% | $4,869-88.6% |
| Participant deferral / active EE | $1,716 | $2,716-36.8% | $1,897-9.5% | $5,287-67.5% |
| Admin fee / account holder | $0 | $3,671-100.0% | $2,697-100.0% | $10,132-100.0% |