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 | $11,731 | $73,515-84.0% | $62,995-81.4% | $147,584-92.1% |
| Participation rate | 23.1% | 77.9%-54.8pp | 74.8%-51.7pp | 82.8%-59.8pp |
| Annual return | 14.12% | 175.43%-161.3pp | 87.57%-73.4pp | 578.55%-564.4pp |
| Employer contribution / active EE | $452 | $3,320-86.4% | $2,759-83.6% | $4,876-90.7% |
| Participant deferral / active EE | $1,585 | $4,185-62.1% | $3,329-52.4% | $5,439-70.9% |
| Admin fee / account holder | $32 | $5,953-99.5% | $3,600-99.1% | $10,885-99.7% |