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 | $8,487 | $75,828-88.8% | $147,614-94.3% | $59,632-85.8% |
| Participation rate | 52.8% | 71.6%-18.8pp | 84.6%-31.8pp | 68.7%-15.9pp |
| Annual return | 8.69% | 0.37%+8.3pp | 61.98%-53.3pp | 2041.28%-2032.6pp |
| Employer contribution / active EE | $907 | $3,485-74.0% | $5,564-83.7% | $2,203-58.8% |
| Participant deferral / active EE | $2,676 | $3,130-14.5% | $4,895-45.3% | $3,192-16.2% |
| Admin fee / account holder | $261 | $5,985-95.6% | $11,611-97.7% | $4,297-93.9% |