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 8-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 | $8,877 | $102,966-91.4% | $90,281-90.2% | $152,861-94.2% |
| Participation rate | 20.0% | 75.9%-55.9pp | 73.3%-53.3pp | 82.4%-62.4pp |
| Annual return | 56.94% | 95.16%-38.2pp | 78.10%-21.2pp | 345.32%-288.4pp |
| Employer contribution / active EE | $302 | $3,139-90.4% | $2,854-89.4% | $4,762-93.7% |
| Participant deferral / active EE | $988 | $4,281-76.9% | $3,885-74.6% | $5,850-83.1% |
| Admin fee / account holder | $49 | $6,171-99.2% | $5,351-99.1% | $11,596-99.6% |