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 | $15,983 | $165,912-90.4% | $122,332-86.9% | $147,584-89.2% |
| Participation rate | 30.8% | 79.6%-48.8pp | 71.6%-40.9pp | 82.8%-52.1pp |
| Annual return | 17.91% | 34.55%-16.6pp | 30.27%-12.4pp | 578.55%-560.6pp |
| Employer contribution / active EE | $57 | $5,754-99.0% | $4,050-98.6% | $4,876-98.8% |
| Participant deferral / active EE | $490 | $4,005-87.8% | $3,287-85.1% | $5,439-91.0% |
| Admin fee / account holder | $163 | $7,424-97.8% | $5,478-97.0% | $10,885-98.5% |