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 | $7,689 | $99,020-92.2% | $86,590-91.1% | $147,584-94.8% |
| Participation rate | 42.9% | 76.3%-33.5pp | 73.5%-30.7pp | 82.8%-40.0pp |
| Annual return | 29.35% | 1312.34%-1283.0pp | 964.84%-935.5pp | 578.55%-549.2pp |
| Employer contribution / active EE | $639 | $3,132-79.6% | $2,839-77.5% | $4,876-86.9% |
| Participant deferral / active EE | $1,315 | $3,972-66.9% | $3,609-63.6% | $5,439-75.8% |
| Admin fee / account holder | $86 | $5,710-98.5% | $4,906-98.3% | $10,885-99.2% |