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 | $3,450 | $77,634-95.6% | $156,549-97.8% | $62,891-94.5% |
| Participation rate | 51.7% | 71.2%-19.5pp | 84.0%-32.3pp | 69.3%-17.6pp |
| Annual return | 13.83% | 50.32%-36.5pp | 32.23%-18.4pp | 20.14%-6.3pp |
| Employer contribution / active EE | $370 | $3,444-89.3% | $5,501-93.3% | $2,281-83.8% |
| Participant deferral / active EE | $940 | $3,045-69.1% | $4,871-80.7% | $3,203-70.7% |
| Admin fee / account holder | $89 | $5,561-98.4% | $13,027-99.3% | $4,296-97.9% |