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 | $1,247 | $50,082-97.5% | $93,406-98.7% | $79,858-98.4% |
| Participation rate | 61.5% | 60.9%+0.6pp | 66.8%-5.3pp | 69.6%-8.1pp |
| Annual return | 32.28% | 24.59%+7.7pp | 78.05%-45.8pp | 31.71%+0.6pp |
| Employer contribution / active EE | $239 | $1,303-81.7% | $2,075-88.5% | $2,471-90.3% |
| Participant deferral / active EE | $1,273 | $2,212-42.4% | $3,126-59.3% | $3,740-66.0% |
| Admin fee / account holder | $99 | $3,454-97.1% | $5,230-98.1% | $5,306-98.1% |