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 | $7,356 | $99,652-92.6% | $78,778-90.7% | $147,584-95.0% |
| Participation rate | 66.7% | 76.2%-9.6pp | 69.2%-2.5pp | 82.8%-16.2pp |
| Annual return | 9.11% | 47.28%-38.2pp | 35.62%-26.5pp | 578.55%-569.4pp |
| Employer contribution / active EE | $767 | $2,796-72.6% | $1,986-61.4% | $4,876-84.3% |
| Participant deferral / active EE | $1,321 | $3,664-63.9% | $2,958-55.4% | $5,439-75.7% |
| Admin fee / account holder | $91 | $7,155-98.7% | $5,134-98.2% | $10,885-99.2% |