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 | $6,828 | $103,949-93.4% | $69,182-90.1% | $273,961-97.5% |
| Participation rate | 23.5% | 67.4%-43.8pp | 55.1%-31.6pp | 83.0%-59.5pp |
| Annual return | 8.76% | 35.28%-26.5pp | -21.93%+30.7pp | 41.45%-32.7pp |
| Employer contribution / active EE | $220 | $1,783-87.7% | $1,206-81.8% | $4,869-95.5% |
| Participant deferral / active EE | $497 | $2,716-81.7% | $1,897-73.8% | $5,287-90.6% |
| Admin fee / account holder | $0 | $3,671-100.0% | $2,697-100.0% | $10,132-100.0% |