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 | $6,293 | $96,484-93.5% | $75,886-91.7% | $152,861-95.9% |
| Participation rate | 50.0% | 76.2%-26.2pp | 69.3%-19.3pp | 82.4%-32.4pp |
| Annual return | 19.47% | 33.98%-14.5pp | 30.76%-11.3pp | 345.32%-325.8pp |
| Employer contribution / active EE | $885 | $3,309-73.3% | $2,500-64.6% | $4,762-81.4% |
| Participant deferral / active EE | $2,237 | $4,553-50.9% | $3,603-37.9% | $5,850-61.8% |
| Admin fee / account holder | $0 | $8,078-100.0% | $5,418-100.0% | $11,596-100.0% |