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 | $16,229 | $115,770-86.0% | $101,248-84.0% | $158,922-89.8% |
| Participation rate | 57.1% | 79.4%-22.2pp | 75.8%-18.7pp | 82.0%-24.8pp |
| Annual return | 44.50% | 56.14%-11.6pp | 46.47%-2.0pp | 302.83%-258.3pp |
| Employer contribution / active EE | $1,420 | $4,175-66.0% | $3,660-61.2% | $4,761-70.2% |
| Participant deferral / active EE | $3,287 | $4,957-33.7% | $4,370-24.8% | $5,982-45.0% |
| Admin fee / account holder | $227 | $7,245-96.9% | $5,945-96.2% | $11,246-98.0% |