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 7-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 | $14,528 | $115,770-87.5% | $101,248-85.7% | $158,922-90.9% |
| Participation rate | 35.3% | 79.4%-44.1pp | 75.8%-40.5pp | 82.0%-46.7pp |
| Annual return | 47.30% | 56.14%-8.8pp | 46.47%+0.8pp | 302.83%-255.5pp |
| Employer contribution / active EE | $1,250 | $4,175-70.1% | $3,660-65.8% | $4,761-73.7% |
| Participant deferral / active EE | $2,621 | $4,957-47.1% | $4,370-40.0% | $5,982-56.2% |
| Admin fee / account holder | $194 | $7,245-97.3% | $5,945-96.7% | $11,246-98.3% |