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 | $15,030 | $63,346-76.3% | $92,233-83.7% | $70,131-78.6% |
| Participation rate | 23.3% | 68.7%-45.3pp | 76.5%-53.1pp | 69.5%-46.2pp |
| Annual return | 17.18% | 530.12%-512.9pp | 176.28%-159.1pp | 73.14%-56.0pp |
| Employer contribution / active EE | $881 | $2,471-64.4% | $3,679-76.1% | $2,342-62.4% |
| Participant deferral / active EE | $1,923 | $2,854-32.6% | $3,897-50.7% | $3,332-42.3% |
| Admin fee / account holder | $62 | $3,840-98.4% | $5,194-98.8% | $4,645-98.7% |