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 4-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 | $2,939 | $96,635-97.0% | $86,612-96.6% | $139,434-97.9% |
| Participation rate | 11.1% | 74.4%-63.3pp | 71.7%-60.6pp | 80.3%-69.2pp |
| Annual return | 12.48% | 106.41%-93.9pp | 591.07%-578.6pp | 372.94%-360.5pp |
| Employer contribution / active EE | $883 | $3,263-72.9% | $3,022-70.8% | $4,751-81.4% |
| Participant deferral / active EE | $1,611 | $4,836-66.7% | $4,438-63.7% | $6,710-76.0% |
| Admin fee / account holder | $146 | $6,408-97.7% | $5,614-97.4% | $11,403-98.7% |