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 | $6,853 | $114,047-94.0% | $96,139-92.9% | $167,490-95.9% |
| Participation rate | 66.7% | 75.1%-8.4pp | 68.4%-1.8pp | 82.1%-15.4pp |
| Annual return | 17.33% | 189.88%-172.5pp | 191.94%-174.6pp | 478.56%-461.2pp |
| Employer contribution / active EE | $1,402 | $3,427-59.1% | $2,797-49.9% | $4,837-71.0% |
| Participant deferral / active EE | $1,492 | $5,194-71.3% | $4,349-65.7% | $6,341-76.5% |
| Admin fee / account holder | $63 | $6,897-99.1% | $5,537-98.9% | $12,309-99.5% |