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 8-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 | $6,019 | $102,966-94.2% | $90,281-93.3% | $152,861-96.1% |
| Participation rate | 47.4% | 75.9%-28.5pp | 73.3%-25.9pp | 82.4%-35.1pp |
| Annual return | 23.96% | 95.16%-71.2pp | 78.10%-54.1pp | 345.32%-321.4pp |
| Employer contribution / active EE | $567 | $3,139-81.9% | $2,854-80.1% | $4,762-88.1% |
| Participant deferral / active EE | $1,102 | $4,281-74.3% | $3,885-71.6% | $5,850-81.2% |
| Admin fee / account holder | $141 | $6,171-97.7% | $5,351-97.4% | $11,596-98.8% |