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 | $5,907 | $34,308-82.8% | $74,701-92.1% | $72,985-91.9% |
| Participation rate | 34.4% | 42.4%-8.0pp | 54.5%-20.1pp | 69.5%-35.1pp |
| Annual return | 23.40% | 26.58%-3.2pp | 752.92%-729.5pp | 81.00%-57.6pp |
| Employer contribution / active EE | $357 | $692-48.4% | $1,084-67.1% | $2,440-85.4% |
| Participant deferral / active EE | $432 | $1,271-66.0% | $1,964-78.0% | $3,607-88.0% |
| Admin fee / account holder | $0 | $2,124-100.0% | $3,333-100.0% | $5,124-100.0% |