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 6-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 | $15,478 | $115,770-86.6% | $101,248-84.7% | $158,922-90.3% |
| Participation rate | 60.0% | 79.4%-19.4pp | 75.8%-15.8pp | 82.0%-22.0pp |
| Annual return | 246.85% | 56.14%+190.7pp | 46.47%+200.4pp | 302.83%-56.0pp |
| Employer contribution / active EE | $1,445 | $4,175-65.4% | $3,660-60.5% | $4,761-69.7% |
| Participant deferral / active EE | $2,360 | $4,957-52.4% | $4,370-46.0% | $5,982-60.5% |
| Admin fee / account holder | $0 | $7,245-100.0% | $5,945-100.0% | $11,246-100.0% |