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 | $12,073 | $60,124-79.9% | $90,404-86.6% | $79,858-84.9% |
| Participation rate | 65.3% | 65.0%+0.3pp | 72.7%-7.4pp | 69.6%-4.3pp |
| Annual return | 17.01% | 71.94%-54.9pp | 1293.02%-1276.0pp | 31.71%-14.7pp |
| Employer contribution / active EE | $696 | $2,068-66.4% | $3,262-78.7% | $2,471-71.8% |
| Participant deferral / active EE | $1,205 | $2,938-59.0% | $3,963-69.6% | $3,740-67.8% |
| Admin fee / account holder | $240 | $3,976-94.0% | $5,611-95.7% | $5,306-95.5% |