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 | $5,072 | $52,580-90.4% | $71,671-92.9% | $70,131-92.8% |
| Participation rate | 52.5% | 60.9%-8.3pp | 68.7%-16.2pp | 69.5%-17.0pp |
| Annual return | 115.98% | 20.25%+95.7pp | 20.65%+95.3pp | 73.14%+42.8pp |
| Employer contribution / active EE | $306 | $1,616-81.1% | $2,460-87.6% | $2,342-86.9% |
| Participant deferral / active EE | $1,685 | $2,386-29.4% | $3,438-51.0% | $3,332-49.4% |
| Admin fee / account holder | $122 | $3,653-96.6% | $5,558-97.8% | $4,645-97.4% |