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 | $7,988 | $158,817-95.0% | $121,196-93.4% | $135,375-94.1% |
| Participation rate | 66.7% | 79.3%-12.6pp | 71.7%-5.1pp | 82.6%-16.0pp |
| Annual return | 39.87% | -0.64%+40.5pp | 16.93%+22.9pp | 519.73%-479.9pp |
| Employer contribution / active EE | $430 | $5,665-92.4% | $4,022-89.3% | $4,779-91.0% |
| Participant deferral / active EE | $991 | $4,005-75.3% | $3,344-70.4% | $5,609-82.3% |
| Admin fee / account holder | $0 | $6,512-100.0% | $5,019-100.0% | $10,827-100.0% |