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 | $4,114 | $102,966-96.0% | $90,281-95.4% | $152,861-97.3% |
| Participation rate | 57.1% | 75.9%-18.7pp | 73.3%-16.1pp | 82.4%-25.3pp |
| Annual return | 31.79% | 95.16%-63.4pp | 78.10%-46.3pp | 345.32%-313.5pp |
| Employer contribution / active EE | $212 | $3,139-93.2% | $2,854-92.6% | $4,762-95.5% |
| Participant deferral / active EE | $1,098 | $4,281-74.4% | $3,885-71.7% | $5,850-81.2% |
| Admin fee / account holder | $5 | $6,171-99.9% | $5,351-99.9% | $11,596-100.0% |