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 7-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 | $3,846 | $81,632-95.3% | $70,449-94.5% | $158,922-97.6% |
| Participation rate | 60.9% | 77.7%-16.8pp | 75.1%-14.2pp | 82.0%-21.1pp |
| Annual return | 31.08% | 208.40%-177.3pp | 109.03%-78.0pp | 302.83%-271.7pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $2,737-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $1,340 | $4,554-70.6% | $3,709-63.9% | $5,982-77.6% |
| Admin fee / account holder | $136 | $6,193-97.8% | $3,845-96.5% | $11,246-98.8% |