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 | $4,725 | $99,652-95.3% | $78,778-94.0% | $147,584-96.8% |
| Participation rate | 42.9% | 76.2%-33.4pp | 69.2%-26.3pp | 82.8%-40.0pp |
| Annual return | 14.07% | 47.28%-33.2pp | 35.62%-21.5pp | 578.55%-564.5pp |
| Employer contribution / active EE | $815 | $2,796-70.8% | $1,986-58.9% | $4,876-83.3% |
| Participant deferral / active EE | $1,289 | $3,664-64.8% | $2,958-56.4% | $5,439-76.3% |
| Admin fee / account holder | $28 | $7,155-99.6% | $5,134-99.4% | $10,885-99.7% |