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 | $5,859 | $101,069-94.2% | $81,478-92.8% | $147,584-96.0% |
| Participation rate | 36.4% | 74.5%-38.1pp | 68.0%-31.6pp | 82.8%-46.5pp |
| Annual return | 49.75% | 32.40%+17.4pp | 38.78%+11.0pp | 578.55%-528.8pp |
| Employer contribution / active EE | $596 | $3,205-81.4% | $2,568-76.8% | $4,876-87.8% |
| Participant deferral / active EE | $1,512 | $4,242-64.4% | $3,537-57.2% | $5,439-72.2% |
| Admin fee / account holder | $38 | $5,812-99.3% | $4,561-99.2% | $10,885-99.7% |