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 | $7,623 | $107,015-92.9% | $73,545-89.6% | $147,584-94.8% |
| Participation rate | 61.5% | 66.4%-4.8pp | 54.9%+6.6pp | 82.8%-21.3pp |
| Annual return | 23.04% | 38.25%-15.2pp | -15.16%+38.2pp | 578.55%-555.5pp |
| Employer contribution / active EE | $458 | $1,760-74.0% | $1,219-62.5% | $4,876-90.6% |
| Participant deferral / active EE | $1,350 | $2,462-45.1% | $1,806-25.2% | $5,439-75.2% |
| Admin fee / account holder | $83 | $3,055-97.3% | $2,320-96.4% | $10,885-99.2% |