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 | $6,880 | $108,172-93.6% | $77,482-91.1% | $158,922-95.7% |
| Participation rate | 22.2% | 64.4%-42.2pp | 54.2%-32.0pp | 82.0%-59.7pp |
| Annual return | 13.22% | 31.67%-18.5pp | 54.79%-41.6pp | 302.83%-289.6pp |
| Employer contribution / active EE | $142 | $1,325-89.3% | $986-85.6% | $4,761-97.0% |
| Participant deferral / active EE | $141 | $2,456-94.3% | $1,861-92.4% | $5,982-97.6% |
| Admin fee / account holder | $0 | $3,708-100.0% | $2,858-100.0% | $11,246-100.0% |