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 | $9,889 | $105,998-90.7% | $92,233-89.3% | $147,584-93.3% |
| Participation rate | 61.1% | 80.4%-19.3pp | 76.5%-15.4pp | 82.8%-21.7pp |
| Annual return | 43.46% | 50.05%-6.6pp | 176.28%-132.8pp | 578.55%-535.1pp |
| Employer contribution / active EE | $1,779 | $4,333-58.9% | $3,679-51.6% | $4,876-63.5% |
| Participant deferral / active EE | $2,525 | $4,478-43.6% | $3,897-35.2% | $5,439-53.6% |
| Admin fee / account holder | $0 | $6,332-100.0% | $5,194-100.0% | $10,885-100.0% |