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 | $12,278 | $101,069-87.9% | $81,478-84.9% | $147,584-91.7% |
| Participation rate | 66.7% | 74.5%-7.8pp | 68.0%-1.3pp | 82.8%-16.2pp |
| Annual return | 16.72% | 32.40%-15.7pp | 38.78%-22.1pp | 578.55%-561.8pp |
| Employer contribution / active EE | $957 | $3,205-70.1% | $2,568-62.7% | $4,876-80.4% |
| Participant deferral / active EE | $1,404 | $4,242-66.9% | $3,537-60.3% | $5,439-74.2% |
| Admin fee / account holder | $0 | $5,812-100.0% | $4,561-100.0% | $10,885-100.0% |