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 | $7,584 | $99,652-92.4% | $78,778-90.4% | $147,584-94.9% |
| Participation rate | 60.0% | 76.2%-16.2pp | 69.2%-9.2pp | 82.8%-22.8pp |
| Annual return | 18.93% | 47.28%-28.4pp | 35.62%-16.7pp | 578.55%-559.6pp |
| Employer contribution / active EE | $683 | $2,796-75.6% | $1,986-65.6% | $4,876-86.0% |
| Participant deferral / active EE | $1,261 | $3,664-65.6% | $2,958-57.4% | $5,439-76.8% |
| Admin fee / account holder | $4 | $7,155-99.9% | $5,134-99.9% | $10,885-100.0% |