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 | $11,221 | $60,124-81.3% | $90,404-87.6% | $79,858-85.9% |
| Participation rate | 23.5% | 65.0%-41.5pp | 72.7%-49.2pp | 69.6%-46.2pp |
| Annual return | 28.30% | 71.94%-43.6pp | 1293.02%-1264.7pp | 31.71%-3.4pp |
| Employer contribution / active EE | $308 | $2,068-85.1% | $3,262-90.6% | $2,471-87.6% |
| Participant deferral / active EE | $873 | $2,938-70.3% | $3,963-78.0% | $3,740-76.7% |
| Admin fee / account holder | $198 | $3,976-95.0% | $5,611-96.5% | $5,306-96.3% |