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 | $12,212 | $63,346-80.7% | $92,233-86.8% | $70,131-82.6% |
| Participation rate | 33.3% | 68.7%-35.3pp | 76.5%-43.1pp | 69.5%-36.2pp |
| Annual return | 30.76% | 530.12%-499.4pp | 176.28%-145.5pp | 73.14%-42.4pp |
| Employer contribution / active EE | $946 | $2,471-61.7% | $3,679-74.3% | $2,342-59.6% |
| Participant deferral / active EE | $1,786 | $2,854-37.4% | $3,897-54.2% | $3,332-46.4% |
| Admin fee / account holder | $23 | $3,840-99.4% | $5,194-99.6% | $4,645-99.5% |