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 | $9,578 | $81,632-88.3% | $70,449-86.4% | $158,922-94.0% |
| Participation rate | 33.3% | 77.7%-44.4pp | 75.1%-41.7pp | 82.0%-48.6pp |
| Annual return | 48.09% | 208.40%-160.3pp | 109.03%-60.9pp | 302.83%-254.7pp |
| Employer contribution / active EE | $811 | $3,217-74.8% | $2,737-70.4% | $4,761-83.0% |
| Participant deferral / active EE | $973 | $4,554-78.6% | $3,709-73.8% | $5,982-83.7% |
| Admin fee / account holder | $25 | $6,193-99.6% | $3,845-99.3% | $11,246-99.8% |