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 | $11,838 | $115,770-89.8% | $101,248-88.3% | $158,922-92.6% |
| Participation rate | 50.0% | 79.4%-29.4pp | 75.8%-25.8pp | 82.0%-32.0pp |
| Annual return | 436.90% | 56.14%+380.8pp | 46.47%+390.4pp | 302.83%+134.1pp |
| Employer contribution / active EE | $968 | $4,175-76.8% | $3,660-73.6% | $4,761-79.7% |
| Participant deferral / active EE | $4,900 | $4,957-1.2% | $4,370+12.1% | $5,982-18.1% |
| Admin fee / account holder | $42 | $7,245-99.4% | $5,945-99.3% | $11,246-99.6% |