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 | $3,013 | $103,949-97.1% | $69,182-95.6% | $273,961-98.9% |
| Participation rate | 36.8% | 67.4%-30.5pp | 55.1%-18.3pp | 83.0%-46.2pp |
| Annual return | 2.52% | 35.28%-32.8pp | -21.93%+24.5pp | 41.45%-38.9pp |
| Employer contribution / active EE | $375 | $1,783-79.0% | $1,206-68.9% | $4,869-92.3% |
| Participant deferral / active EE | $505 | $2,716-81.4% | $1,897-73.4% | $5,287-90.5% |
| Admin fee / account holder | $242 | $3,671-93.4% | $2,697-91.0% | $10,132-97.6% |