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 6-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 | $11,120 | $65,409-83.0% | $98,442-88.7% | $85,850-87.0% |
| Participation rate | 28.3% | 65.0%-36.7pp | 73.3%-45.0pp | 69.3%-41.0pp |
| Annual return | 30.12% | 21.76%+8.4pp | 1492.73%-1462.6pp | 318.53%-288.4pp |
| Employer contribution / active EE | $744 | $2,168-65.7% | $2,960-74.9% | $2,565-71.0% |
| Participant deferral / active EE | $1,393 | $3,166-56.0% | $4,276-67.4% | $3,952-64.7% |
| Admin fee / account holder | $241 | $4,593-94.7% | $5,949-95.9% | $6,260-96.1% |