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 | $9,202 | $91,190-89.9% | $178,490-94.8% | $79,858-88.5% |
| Participation rate | 30.2% | 69.2%-39.0pp | 81.9%-51.7pp | 69.6%-39.4pp |
| Annual return | 29.43% | 24.19%+5.2pp | 151.07%-121.6pp | 31.71%-2.3pp |
| Employer contribution / active EE | $436 | $3,256-86.6% | $5,011-91.3% | $2,471-82.4% |
| Participant deferral / active EE | $912 | $3,236-71.8% | $5,202-82.5% | $3,740-75.6% |
| Admin fee / account holder | $234 | $6,751-96.5% | $13,984-98.3% | $5,306-95.6% |