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 | $18,227 | $176,662-89.7% | $130,648-86.0% | $152,861-88.1% |
| Participation rate | 33.3% | 79.0%-45.6pp | 71.7%-38.4pp | 82.4%-49.1pp |
| Annual return | 8.73% | 2692.24%-2683.5pp | 1708.96%-1700.2pp | 345.32%-336.6pp |
| Employer contribution / active EE | $1,316 | $5,742-77.1% | $4,092-67.8% | $4,762-72.4% |
| Participant deferral / active EE | $2,188 | $4,361-49.8% | $3,603-39.3% | $5,850-62.6% |
| Admin fee / account holder | $0 | $7,133-100.0% | $5,464-100.0% | $11,596-100.0% |