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 | $9,345 | $102,966-90.9% | $90,281-89.6% | $152,861-93.9% |
| Participation rate | 33.3% | 75.9%-42.5pp | 73.3%-39.9pp | 82.4%-49.1pp |
| Annual return | 41.56% | 95.16%-53.6pp | 78.10%-36.5pp | 345.32%-303.8pp |
| Employer contribution / active EE | $549 | $3,139-82.5% | $2,854-80.8% | $4,762-88.5% |
| Participant deferral / active EE | $1,162 | $4,281-72.9% | $3,885-70.1% | $5,850-80.1% |
| Admin fee / account holder | $28 | $6,171-99.5% | $5,351-99.5% | $11,596-99.8% |