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 8-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 | $7,814 | $90,600-91.4% | $79,464-90.2% | $135,375-94.2% |
| Participation rate | 22.2% | 76.0%-53.8pp | 73.3%-51.1pp | 82.6%-60.4pp |
| Annual return | -8.40% | 977.43%-985.8pp | 718.14%-726.5pp | 519.73%-528.1pp |
| Employer contribution / active EE | $563 | $3,068-81.7% | $2,800-79.9% | $4,779-88.2% |
| Participant deferral / active EE | $703 | $4,050-82.6% | $3,704-81.0% | $5,609-87.5% |
| Admin fee / account holder | $28 | $5,907-99.5% | $5,113-99.5% | $10,827-99.7% |