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 | $13,207 | $101,069-86.9% | $81,478-83.8% | $147,584-91.1% |
| Participation rate | 33.3% | 74.5%-41.1pp | 68.0%-34.6pp | 82.8%-49.5pp |
| Annual return | 32.74% | 32.40%+0.3pp | 38.78%-6.0pp | 578.55%-545.8pp |
| Employer contribution / active EE | $650 | $3,205-79.7% | $2,568-74.7% | $4,876-86.7% |
| Participant deferral / active EE | $1,625 | $4,242-61.7% | $3,537-54.1% | $5,439-70.1% |
| Admin fee / account holder | $0 | $5,812-100.0% | $4,561-100.0% | $10,885-100.0% |