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 | $10,251 | $105,998-90.3% | $92,233-88.9% | $147,584-93.1% |
| Participation rate | 46.7% | 80.4%-33.7pp | 76.5%-29.8pp | 82.8%-36.2pp |
| Annual return | 19.33% | 50.05%-30.7pp | 176.28%-156.9pp | 578.55%-559.2pp |
| Employer contribution / active EE | $871 | $4,333-79.9% | $3,679-76.3% | $4,876-82.1% |
| Participant deferral / active EE | $1,773 | $4,478-60.4% | $3,897-54.5% | $5,439-67.4% |
| Admin fee / account holder | $0 | $6,332-100.0% | $5,194-100.0% | $10,885-100.0% |