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 | $3,084 | $99,652-96.9% | $78,778-96.1% | $147,584-97.9% |
| Participation rate | 68.4% | 76.2%-7.8pp | 69.2%-0.8pp | 82.8%-14.4pp |
| Annual return | 54.33% | 47.28%+7.0pp | 35.62%+18.7pp | 578.55%-524.2pp |
| Employer contribution / active EE | $706 | $2,796-74.7% | $1,986-64.4% | $4,876-85.5% |
| Participant deferral / active EE | $1,190 | $3,664-67.5% | $2,958-59.8% | $5,439-78.1% |
| Admin fee / account holder | $164 | $7,155-97.7% | $5,134-96.8% | $10,885-98.5% |