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 | $2,060 | $107,015-98.1% | $73,545-97.2% | $147,584-98.6% |
| Participation rate | 20.0% | 66.4%-46.4pp | 54.9%-34.9pp | 82.8%-62.8pp |
| Annual return | 19.57% | 38.25%-18.7pp | -15.16%+34.7pp | 578.55%-559.0pp |
| Employer contribution / active EE | $763 | $1,760-56.7% | $1,219-37.4% | $4,876-84.4% |
| Participant deferral / active EE | $1,360 | $2,462-44.8% | $1,806-24.7% | $5,439-75.0% |
| Admin fee / account holder | $119 | $3,055-96.1% | $2,320-94.9% | $10,885-98.9% |