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 | $9,185 | $149,679-93.9% | $117,039-92.2% | $147,584-93.8% |
| Participation rate | 55.6% | 83.5%-27.9pp | 77.2%-21.6pp | 82.8%-27.3pp |
| Annual return | 17.30% | 19.31%-2.0pp | 18.95%-1.6pp | 578.55%-561.2pp |
| Employer contribution / active EE | $1,340 | $4,937-72.9% | $3,785-64.6% | $4,876-72.5% |
| Participant deferral / active EE | $1,772 | $4,912-63.9% | $3,929-54.9% | $5,439-67.4% |
| Admin fee / account holder | $59 | $7,856-99.2% | $5,974-99.0% | $10,885-99.5% |