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 | $12,067 | $53,127-77.3% | $86,590-86.1% | $70,131-82.8% |
| Participation rate | 50.0% | 65.3%-15.3pp | 73.5%-23.5pp | 69.5%-19.5pp |
| Annual return | 16.83% | 27.66%-10.8pp | 964.84%-948.0pp | 73.14%-56.3pp |
| Employer contribution / active EE | $1,046 | $2,068-49.4% | $2,839-63.2% | $2,342-55.4% |
| Participant deferral / active EE | $1,125 | $2,696-58.3% | $3,609-68.8% | $3,332-66.2% |
| Admin fee / account holder | $119 | $3,585-96.7% | $4,906-97.6% | $4,645-97.4% |