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 | $7,050 | $117,381-94.0% | $99,443-92.9% | $152,861-95.4% |
| Participation rate | 26.7% | 77.5%-50.9pp | 73.8%-47.2pp | 82.4%-55.8pp |
| Annual return | 40.08% | 31.87%+8.2pp | 30.72%+9.4pp | 345.32%-305.2pp |
| Employer contribution / active EE | $370 | $3,013-87.7% | $2,540-85.4% | $4,762-92.2% |
| Participant deferral / active EE | $752 | $4,086-81.6% | $3,619-79.2% | $5,850-87.1% |
| Admin fee / account holder | $64 | $7,631-99.2% | $6,250-99.0% | $11,596-99.5% |