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 | $8,792 | $84,233-89.6% | $170,442-94.8% | $70,131-87.5% |
| Participation rate | 53.8% | 70.8%-17.0pp | 83.6%-29.8pp | 69.5%-15.7pp |
| Annual return | 36.05% | 23.06%+13.0pp | 205.93%-169.9pp | 73.14%-37.1pp |
| Employer contribution / active EE | $635 | $3,387-81.2% | $5,433-88.3% | $2,342-72.9% |
| Participant deferral / active EE | $2,454 | $3,086-20.5% | $4,939-50.3% | $3,332-26.4% |
| Admin fee / account holder | $107 | $5,698-98.1% | $13,880-99.2% | $4,645-97.7% |