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 | $5,128 | $40,256-87.3% | $57,343-91.1% | $59,632-91.4% |
| Participation rate | 63.6% | 69.2%-5.5pp | 75.1%-11.5pp | 68.7%-5.0pp |
| Annual return | 98.84% | 27.49%+71.4pp | 24.39%+74.5pp | 2041.28%-1942.4pp |
| Employer contribution / active EE | $635 | $1,922-67.0% | $2,689-76.4% | $2,203-71.2% |
| Participant deferral / active EE | $1,405 | $2,399-41.4% | $3,162-55.6% | $3,192-56.0% |
| Admin fee / account holder | $23 | $2,818-99.2% | $3,356-99.3% | $4,297-99.5% |