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 8-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 | $6,929 | $60,124-88.5% | $90,404-92.3% | $79,858-91.3% |
| Participation rate | 48.1% | 65.0%-16.8pp | 72.7%-24.5pp | 69.6%-21.5pp |
| Annual return | 25.91% | 71.94%-46.0pp | 1293.02%-1267.1pp | 31.71%-5.8pp |
| Employer contribution / active EE | $396 | $2,068-80.8% | $3,262-87.9% | $2,471-84.0% |
| Participant deferral / active EE | $1,121 | $2,938-61.8% | $3,963-71.7% | $3,740-70.0% |
| Admin fee / account holder | $58 | $3,976-98.5% | $5,611-99.0% | $5,306-98.9% |