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 | $14,368 | $52,903-72.8% | $73,307-80.4% | $59,632-75.9% |
| Participation rate | 23.1% | 68.2%-45.2pp | 74.9%-51.8pp | 68.7%-45.6pp |
| Annual return | -1.09% | 12.20%-13.3pp | 5.67%-6.8pp | 2041.28%-2042.4pp |
| Employer contribution / active EE | $660 | $1,909-65.4% | $3,237-79.6% | $2,203-70.0% |
| Participant deferral / active EE | $1,965 | $4,069-51.7% | $4,991-60.6% | $3,192-38.4% |
| Admin fee / account holder | $0 | $3,834-100.0% | $5,637-100.0% | $4,297-100.0% |