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 | $8,317 | $107,791-92.3% | $90,645-90.8% | $135,375-93.9% |
| Participation rate | 50.0% | 78.0%-28.0pp | 74.0%-24.0pp | 82.6%-32.6pp |
| Annual return | 58.08% | -0.90%+59.0pp | 1.88%+56.2pp | 519.73%-461.7pp |
| Employer contribution / active EE | $860 | $3,018-71.5% | $2,532-66.0% | $4,779-82.0% |
| Participant deferral / active EE | $1,953 | $3,872-49.6% | $3,425-43.0% | $5,609-65.2% |
| Admin fee / account holder | $110 | $5,930-98.1% | $4,994-97.8% | $10,827-99.0% |