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 | $6,513 | $165,912-96.1% | $122,332-94.7% | $147,584-95.6% |
| Participation rate | 53.8% | 79.6%-25.7pp | 71.6%-17.8pp | 82.8%-29.0pp |
| Annual return | 30.15% | 34.55%-4.4pp | 30.27%-0.1pp | 578.55%-548.4pp |
| Employer contribution / active EE | $1,126 | $5,754-80.4% | $4,050-72.2% | $4,876-76.9% |
| Participant deferral / active EE | $1,165 | $4,005-70.9% | $3,287-64.6% | $5,439-78.6% |
| Admin fee / account holder | $129 | $7,424-98.3% | $5,478-97.7% | $10,885-98.8% |