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 | $10,376 | $115,770-91.0% | $101,248-89.8% | $158,922-93.5% |
| Participation rate | 45.0% | 79.4%-34.4pp | 75.8%-30.8pp | 82.0%-37.0pp |
| Annual return | 246.42% | 56.14%+190.3pp | 46.47%+199.9pp | 302.83%-56.4pp |
| Employer contribution / active EE | $1,033 | $4,175-75.3% | $3,660-71.8% | $4,761-78.3% |
| Participant deferral / active EE | $2,661 | $4,957-46.3% | $4,370-39.1% | $5,982-55.5% |
| Admin fee / account holder | $42 | $7,245-99.4% | $5,945-99.3% | $11,246-99.6% |