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 | $5,947 | $165,912-96.4% | $122,332-95.1% | $147,584-96.0% |
| Participation rate | 20.0% | 79.6%-59.6pp | 71.6%-51.6pp | 82.8%-62.8pp |
| Annual return | 20.25% | 34.55%-14.3pp | 30.27%-10.0pp | 578.55%-558.3pp |
| Employer contribution / active EE | $357 | $5,754-93.8% | $4,050-91.2% | $4,876-92.7% |
| Participant deferral / active EE | $527 | $4,005-86.8% | $3,287-84.0% | $5,439-90.3% |
| Admin fee / account holder | $27 | $7,424-99.6% | $5,478-99.5% | $10,885-99.8% |