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 | $7,957 | $76,000-89.5% | $154,107-94.8% | $64,186-87.6% |
| Participation rate | 52.4% | 70.4%-18.0pp | 83.0%-30.7pp | 69.6%-17.2pp |
| Annual return | 2.29% | 30.32%-28.0pp | 735.12%-732.8pp | 7.63%-5.3pp |
| Employer contribution / active EE | $754 | $3,351-77.5% | $5,298-85.8% | $2,381-68.3% |
| Participant deferral / active EE | $956 | $3,175-69.9% | $5,081-81.2% | $3,470-72.5% |
| Admin fee / account holder | $119 | $5,596-97.9% | $13,411-99.1% | $4,888-97.6% |