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 | $17,043 | $105,181-83.8% | $159,436-89.3% | $85,850-80.1% |
| Participation rate | 57.7% | 75.8%-18.1pp | 82.8%-25.1pp | 69.3%-11.6pp |
| Annual return | 20.72% | 45.07%-24.4pp | 263.57%-242.8pp | 318.53%-297.8pp |
| Employer contribution / active EE | $857 | $3,318-74.2% | $4,829-82.3% | $2,565-66.6% |
| Participant deferral / active EE | $3,170 | $5,945-46.7% | $7,352-56.9% | $3,952-19.8% |
| Admin fee / account holder | $249 | $6,933-96.4% | $10,799-97.7% | $6,260-96.0% |