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 7-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 | $10,548 | $112,881-90.7% | $90,951-88.4% | $158,922-93.4% |
| Participation rate | 66.7% | 74.7%-8.1pp | 69.0%-2.3pp | 82.0%-15.3pp |
| Annual return | 29.83% | 215.79%-186.0pp | 134.60%-104.8pp | 302.83%-273.0pp |
| Employer contribution / active EE | $709 | $2,893-75.5% | $2,122-66.6% | $4,761-85.1% |
| Participant deferral / active EE | $3,764 | $4,128-8.8% | $3,373+11.6% | $5,982-37.1% |
| Admin fee / account holder | $50 | $8,041-99.4% | $5,959-99.2% | $11,246-99.6% |