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 | $6,016 | $129,217-95.3% | $93,406-93.6% | $158,922-96.2% |
| Participation rate | 62.5% | 71.0%-8.5pp | 66.8%-4.3pp | 82.0%-19.5pp |
| Annual return | 18.64% | 118.21%-99.6pp | 78.05%-59.4pp | 302.83%-284.2pp |
| Employer contribution / active EE | $356 | $2,711-86.9% | $2,075-82.8% | $4,761-92.5% |
| Participant deferral / active EE | $570 | $3,909-85.4% | $3,126-81.8% | $5,982-90.5% |
| Admin fee / account holder | $55 | $7,383-99.3% | $5,230-98.9% | $11,246-99.5% |