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 | $7,040 | $101,069-93.0% | $81,478-91.4% | $147,584-95.2% |
| Participation rate | 45.5% | 74.5%-29.0pp | 68.0%-22.5pp | 82.8%-37.4pp |
| Annual return | 24.22% | 32.40%-8.2pp | 38.78%-14.6pp | 578.55%-554.3pp |
| Employer contribution / active EE | $640 | $3,205-80.0% | $2,568-75.1% | $4,876-86.9% |
| Participant deferral / active EE | $1,055 | $4,242-75.1% | $3,537-70.2% | $5,439-80.6% |
| Admin fee / account holder | $44 | $5,812-99.2% | $4,561-99.0% | $10,885-99.6% |