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 | $10,462 | $99,020-89.4% | $86,590-87.9% | $147,584-92.9% |
| Participation rate | 35.3% | 76.3%-41.0pp | 73.5%-38.3pp | 82.8%-47.5pp |
| Annual return | 31.88% | 1312.34%-1280.5pp | 964.84%-933.0pp | 578.55%-546.7pp |
| Employer contribution / active EE | $716 | $3,132-77.1% | $2,839-74.8% | $4,876-85.3% |
| Participant deferral / active EE | $1,282 | $3,972-67.7% | $3,609-64.5% | $5,439-76.4% |
| Admin fee / account holder | $0 | $5,710-100.0% | $4,906-100.0% | $10,885-100.0% |