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 | $21,034 | $58,726-64.2% | $92,233-77.2% | $62,292-66.2% |
| Participation rate | 22.8% | 68.3%-45.5pp | 76.5%-53.7pp | 69.5%-46.7pp |
| Annual return | 116.37% | 43.62%+72.8pp | 176.28%-59.9pp | 28.90%+87.5pp |
| Employer contribution / active EE | $708 | $2,392-70.4% | $3,679-80.8% | $2,042-65.3% |
| Participant deferral / active EE | $1,774 | $2,766-35.9% | $3,897-54.5% | $3,169-44.0% |
| Admin fee / account holder | $0 | $556-100.0% | $5,194-100.0% | $479-100.0% |