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 | $13,618 | $58,927-76.9% | $76,817-82.3% | $72,985-81.3% |
| Participation rate | 39.4% | 67.3%-27.9pp | 72.1%-32.7pp | 69.5%-30.1pp |
| Annual return | 26.50% | 2305.64%-2279.1pp | 1166.11%-1139.6pp | 81.00%-54.5pp |
| Employer contribution / active EE | $962 | $1,787-46.2% | $2,302-58.2% | $2,440-60.6% |
| Participant deferral / active EE | $1,420 | $2,690-47.2% | $3,336-57.4% | $3,607-60.6% |
| Admin fee / account holder | $99 | $4,013-97.5% | $6,420-98.5% | $5,124-98.1% |