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 | $7,866 | $84,233-90.7% | $170,442-95.4% | $70,131-88.8% |
| Participation rate | 50.0% | 70.8%-20.8pp | 83.6%-33.6pp | 69.5%-19.5pp |
| Annual return | 39.96% | 23.06%+16.9pp | 205.93%-166.0pp | 73.14%-33.2pp |
| Employer contribution / active EE | $674 | $3,387-80.1% | $5,433-87.6% | $2,342-71.2% |
| Participant deferral / active EE | $1,770 | $3,086-42.7% | $4,939-64.2% | $3,332-46.9% |
| Admin fee / account holder | $121 | $5,698-97.9% | $13,880-99.1% | $4,645-97.4% |