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 | $8,460 | $165,912-94.9% | $122,332-93.1% | $147,584-94.3% |
| Participation rate | 60.0% | 79.6%-19.6pp | 71.6%-11.6pp | 82.8%-22.8pp |
| Annual return | 19.79% | 34.55%-14.8pp | 30.27%-10.5pp | 578.55%-558.8pp |
| Employer contribution / active EE | $781 | $5,754-86.4% | $4,050-80.7% | $4,876-84.0% |
| Participant deferral / active EE | $1,673 | $4,005-58.2% | $3,287-49.1% | $5,439-69.2% |
| Admin fee / account holder | $5 | $7,424-99.9% | $5,478-99.9% | $10,885-100.0% |