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 | $14,907 | $63,346-76.5% | $92,233-83.8% | $70,131-78.7% |
| Participation rate | 31.0% | 68.7%-37.6pp | 76.5%-45.4pp | 69.5%-38.5pp |
| Annual return | 30.24% | 530.12%-499.9pp | 176.28%-146.0pp | 73.14%-42.9pp |
| Employer contribution / active EE | $772 | $2,471-68.8% | $3,679-79.0% | $2,342-67.1% |
| Participant deferral / active EE | $1,328 | $2,854-53.5% | $3,897-65.9% | $3,332-60.1% |
| Admin fee / account holder | $273 | $3,840-92.9% | $5,194-94.7% | $4,645-94.1% |