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 | $15,103 | $48,576-68.9% | $169,463-91.1% | $56,287-73.2% |
| Participation rate | 36.4% | 65.8%-29.5pp | 77.8%-41.4pp | 69.9%-33.5pp |
| Annual return | 149.51% | -2.51%+152.0pp | 1.83%+147.7pp | -9.96%+159.5pp |
| Employer contribution / active EE | $882 | $1,559-43.4% | $4,159-78.8% | $2,111-58.2% |
| Participant deferral / active EE | $1,862 | $3,275-43.2% | $5,277-64.7% | $3,350-44.4% |
| Admin fee / account holder | $276 | $435-36.5% | $9,109-97.0% | $521-47.0% |