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 | $9,522 | $106,890-91.1% | $84,015-88.7% | $152,861-93.8% |
| Participation rate | 50.0% | 75.2%-25.2pp | 69.0%-19.0pp | 82.4%-32.4pp |
| Annual return | 27.81% | 104.99%-77.2pp | 71.31%-43.5pp | 345.32%-317.5pp |
| Employer contribution / active EE | $908 | $2,734-66.8% | $1,983-54.2% | $4,762-80.9% |
| Participant deferral / active EE | $1,214 | $4,011-69.7% | $3,239-62.5% | $5,850-79.2% |
| Admin fee / account holder | $48 | $8,285-99.4% | $6,101-99.2% | $11,596-99.6% |