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 | $5,163 | $90,503-94.3% | $78,689-93.4% | $273,961-98.1% |
| Participation rate | 53.8% | 76.5%-22.7pp | 73.6%-19.7pp | 83.0%-29.2pp |
| Annual return | 13.98% | 75.60%-61.6pp | 62.18%-48.2pp | 41.45%-27.5pp |
| Employer contribution / active EE | $329 | $3,176-89.6% | $2,851-88.5% | $4,869-93.2% |
| Participant deferral / active EE | $1,445 | $3,901-63.0% | $3,517-58.9% | $5,287-72.7% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,132-100.0% |