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 | $6,107 | $53,127-88.5% | $86,590-92.9% | $70,131-91.3% |
| Participation rate | 57.1% | 65.3%-8.2pp | 73.5%-16.4pp | 69.5%-12.4pp |
| Annual return | 31.08% | 27.66%+3.4pp | 964.84%-933.8pp | 73.14%-42.1pp |
| Employer contribution / active EE | $247 | $2,068-88.0% | $2,839-91.3% | $2,342-89.4% |
| Participant deferral / active EE | $1,694 | $2,696-37.1% | $3,609-53.0% | $3,332-49.1% |
| Admin fee / account holder | $0 | $3,585-100.0% | $4,906-100.0% | $4,645-100.0% |