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 | $4,657 | $105,931-95.6% | $81,930-94.3% | $158,922-97.1% |
| Participation rate | 25.0% | 75.6%-50.6pp | 72.0%-47.0pp | 82.0%-57.0pp |
| Annual return | 13.85% | 38.17%-24.3pp | 29.49%-15.6pp | 302.83%-289.0pp |
| Employer contribution / active EE | $321 | $7,800-95.9% | $4,310-92.5% | $4,761-93.3% |
| Participant deferral / active EE | $853 | $13,003-93.4% | $7,107-88.0% | $5,982-85.7% |
| Admin fee / account holder | $90 | $8,489-98.9% | $5,158-98.3% | $11,246-99.2% |