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 | $3,143 | $107,015-97.1% | $73,545-95.7% | $147,584-97.9% |
| Participation rate | 30.0% | 66.4%-36.4pp | 54.9%-24.9pp | 82.8%-52.8pp |
| Annual return | 18.75% | 38.25%-19.5pp | -15.16%+33.9pp | 578.55%-559.8pp |
| Employer contribution / active EE | $247 | $1,760-86.0% | $1,219-79.8% | $4,876-94.9% |
| Participant deferral / active EE | $247 | $2,462-90.0% | $1,806-86.3% | $5,439-95.5% |
| Admin fee / account holder | $3 | $3,055-99.9% | $2,320-99.9% | $10,885-100.0% |