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 | $12,859 | $115,770-88.9% | $101,248-87.3% | $158,922-91.9% |
| Participation rate | 40.0% | 79.4%-39.4pp | 75.8%-35.8pp | 82.0%-42.0pp |
| Annual return | 23.98% | 56.14%-32.2pp | 46.47%-22.5pp | 302.83%-278.8pp |
| Employer contribution / active EE | $946 | $4,175-77.3% | $3,660-74.2% | $4,761-80.1% |
| Participant deferral / active EE | $1,441 | $4,957-70.9% | $4,370-67.0% | $5,982-75.9% |
| Admin fee / account holder | $20 | $7,245-99.7% | $5,945-99.7% | $11,246-99.8% |