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 | $16,104 | $115,770-86.1% | $101,248-84.1% | $158,922-89.9% |
| Participation rate | 54.5% | 79.4%-24.8pp | 75.8%-21.3pp | 82.0%-27.4pp |
| Annual return | 19.88% | 56.14%-36.3pp | 46.47%-26.6pp | 302.83%-282.9pp |
| Employer contribution / active EE | $1,226 | $4,175-70.6% | $3,660-66.5% | $4,761-74.2% |
| Participant deferral / active EE | $3,440 | $4,957-30.6% | $4,370-21.3% | $5,982-42.5% |
| Admin fee / account holder | $154 | $7,245-97.9% | $5,945-97.4% | $11,246-98.6% |