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 9-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 | $10,831 | $99,020-89.1% | $86,590-87.5% | $147,584-92.7% |
| Participation rate | 29.2% | 76.3%-47.2pp | 73.5%-44.4pp | 82.8%-53.7pp |
| Annual return | 28.58% | 1312.34%-1283.8pp | 964.84%-936.3pp | 578.55%-550.0pp |
| Employer contribution / active EE | $979 | $3,132-68.8% | $2,839-65.5% | $4,876-79.9% |
| Participant deferral / active EE | $1,786 | $3,972-55.0% | $3,609-50.5% | $5,439-67.2% |
| Admin fee / account holder | $238 | $5,710-95.8% | $4,906-95.2% | $10,885-97.8% |