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 | $1,323 | $90,503-98.5% | $78,689-98.3% | $273,961-99.5% |
| Participation rate | 30.0% | 76.5%-46.5pp | 73.6%-43.6pp | 83.0%-53.0pp |
| Annual return | 56.96% | 75.60%-18.6pp | 62.18%-5.2pp | 41.45%+15.5pp |
| Employer contribution / active EE | $111 | $3,176-96.5% | $2,851-96.1% | $4,869-97.7% |
| Participant deferral / active EE | $754 | $3,901-80.7% | $3,517-78.6% | $5,287-85.7% |
| Admin fee / account holder | $6 | $5,263-99.9% | $4,510-99.9% | $10,132-99.9% |