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 | $8,305 | $99,020-91.6% | $86,590-90.4% | $147,584-94.4% |
| Participation rate | 57.1% | 76.3%-19.2pp | 73.5%-16.4pp | 82.8%-25.7pp |
| Annual return | 29.43% | 1312.34%-1282.9pp | 964.84%-935.4pp | 578.55%-549.1pp |
| Employer contribution / active EE | $1,305 | $3,132-58.3% | $2,839-54.0% | $4,876-73.2% |
| Participant deferral / active EE | $2,178 | $3,972-45.2% | $3,609-39.6% | $5,439-60.0% |
| Admin fee / account holder | $23 | $5,710-99.6% | $4,906-99.5% | $10,885-99.8% |