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 9-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 | $5,677 | $34,308-83.5% | $74,701-92.4% | $72,985-92.2% |
| Participation rate | 38.3% | 42.4%-4.1pp | 54.5%-16.2pp | 69.5%-31.2pp |
| Annual return | 25.75% | 26.58%-0.8pp | 752.92%-727.2pp | 81.00%-55.3pp |
| Employer contribution / active EE | $207 | $692-70.1% | $1,084-80.9% | $2,440-91.5% |
| Participant deferral / active EE | $485 | $1,271-61.9% | $1,964-75.3% | $3,607-86.6% |
| Admin fee / account holder | $24 | $2,124-98.9% | $3,333-99.3% | $5,124-99.5% |