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 | $6,329 | $105,998-94.0% | $92,233-93.1% | $147,584-95.7% |
| Participation rate | 68.4% | 80.4%-12.0pp | 76.5%-8.1pp | 82.8%-14.4pp |
| Annual return | 27.11% | 50.05%-22.9pp | 176.28%-149.2pp | 578.55%-551.4pp |
| Employer contribution / active EE | $772 | $4,333-82.2% | $3,679-79.0% | $4,876-84.2% |
| Participant deferral / active EE | $1,251 | $4,478-72.1% | $3,897-67.9% | $5,439-77.0% |
| Admin fee / account holder | $60 | $6,332-99.1% | $5,194-98.8% | $10,885-99.4% |