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 | $7,900 | $96,956-91.9% | $70,014-88.7% | $273,961-97.1% |
| Participation rate | 27.8% | 77.1%-49.3pp | 71.8%-44.0pp | 83.0%-55.2pp |
| Annual return | 19.36% | 12.93%+6.4pp | 12.99%+6.4pp | 41.45%-22.1pp |
| Employer contribution / active EE | $365 | $3,316-89.0% | $2,338-84.4% | $4,869-92.5% |
| Participant deferral / active EE | $945 | $3,744-74.7% | $2,931-67.7% | $5,287-82.1% |
| Admin fee / account holder | $127 | $7,934-98.4% | $4,380-97.1% | $10,132-98.7% |