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 | $5,241 | $101,069-94.8% | $81,478-93.6% | $147,584-96.4% |
| Participation rate | 56.3% | 74.5%-18.2pp | 68.0%-11.7pp | 82.8%-26.6pp |
| Annual return | 18.23% | 32.40%-14.2pp | 38.78%-20.5pp | 578.55%-560.3pp |
| Employer contribution / active EE | $150 | $3,205-95.3% | $2,568-94.1% | $4,876-96.9% |
| Participant deferral / active EE | $612 | $4,242-85.6% | $3,537-82.7% | $5,439-88.7% |
| Admin fee / account holder | $0 | $5,812-100.0% | $4,561-100.0% | $10,885-100.0% |