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 | $4,658 | $106,890-95.6% | $84,015-94.5% | $152,861-97.0% |
| Participation rate | 66.7% | 75.2%-8.6pp | 69.0%-2.3pp | 82.4%-15.8pp |
| Annual return | 39.73% | 104.99%-65.3pp | 71.31%-31.6pp | 345.32%-305.6pp |
| Employer contribution / active EE | $957 | $2,734-65.0% | $1,983-51.8% | $4,762-79.9% |
| Participant deferral / active EE | $1,187 | $4,011-70.4% | $3,239-63.4% | $5,850-79.7% |
| Admin fee / account holder | $11 | $8,285-99.9% | $6,101-99.8% | $11,596-99.9% |