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 | $9,690 | $124,319-92.2% | $111,297-91.3% | $167,490-94.2% |
| Participation rate | 46.7% | 79.6%-32.9pp | 77.3%-30.6pp | 82.1%-35.4pp |
| Annual return | 28.22% | 37.44%-9.2pp | 54.65%-26.4pp | 478.56%-450.3pp |
| Employer contribution / active EE | $0 | $3,435-100.0% | $2,731-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $1,952 | $5,180-62.3% | $4,487-56.5% | $6,341-69.2% |
| Admin fee / account holder | $210 | $10,618-98.0% | $7,964-97.4% | $12,309-98.3% |