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 | $9,196 | $65,685-86.0% | $57,179-83.9% | $273,961-96.6% |
| Participation rate | 22.2% | 78.3%-56.1pp | 75.3%-53.1pp | 83.0%-60.8pp |
| Annual return | 236.15% | 21.99%+214.2pp | 14.59%+221.6pp | 41.45%+194.7pp |
| Employer contribution / active EE | $1,262 | $3,279-61.5% | $2,682-52.9% | $4,869-74.1% |
| Participant deferral / active EE | $1,247 | $3,782-67.0% | $3,096-59.7% | $5,287-76.4% |
| Admin fee / account holder | $0 | $4,835-100.0% | $3,139-100.0% | $10,132-100.0% |