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 | $4,307 | $93,071-95.4% | $74,583-94.2% | $273,961-98.4% |
| Participation rate | 20.0% | 74.9%-54.9pp | 68.1%-48.1pp | 83.0%-63.0pp |
| Annual return | 24.47% | 26.18%-1.7pp | 20.47%+4.0pp | 41.45%-17.0pp |
| Employer contribution / active EE | $80 | $3,160-97.5% | $2,525-96.8% | $4,869-98.4% |
| Participant deferral / active EE | $640 | $4,160-84.6% | $3,458-81.5% | $5,287-87.9% |
| Admin fee / account holder | $0 | $5,272-100.0% | $4,138-100.0% | $10,132-100.0% |