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 6-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 | $9,887 | $102,616-90.4% | $81,983-87.9% | $158,922-93.8% |
| Participation rate | 35.0% | 75.5%-40.5pp | 69.2%-34.2pp | 82.0%-47.0pp |
| Annual return | 74.07% | 61.04%+13.0pp | 41.31%+32.8pp | 302.83%-228.8pp |
| Employer contribution / active EE | $915 | $3,240-71.8% | $2,498-63.4% | $4,761-80.8% |
| Participant deferral / active EE | $1,808 | $4,648-61.1% | $3,722-51.4% | $5,982-69.8% |
| Admin fee / account holder | $141 | $8,235-98.3% | $5,664-97.5% | $11,246-98.7% |