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 | $11,866 | $56,277-78.9% | $80,975-85.3% | $62,891-81.1% |
| Participation rate | 34.7% | 69.0%-34.2pp | 75.8%-41.1pp | 69.3%-34.6pp |
| Annual return | 568.59% | 22.12%+546.5pp | 17.10%+551.5pp | 20.14%+548.4pp |
| Employer contribution / active EE | $0 | $1,943-100.0% | $3,714-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,486 | $4,195-40.7% | $5,696-56.4% | $3,203-22.4% |
| Admin fee / account holder | $51 | $3,741-98.6% | $5,516-99.1% | $4,296-98.8% |