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 | $6,122 | $108,642-94.4% | $74,701-91.8% | $152,861-96.0% |
| Participation rate | 40.0% | 65.3%-25.3pp | 54.5%-14.5pp | 82.4%-42.4pp |
| Annual return | 38.25% | 114.06%-75.8pp | 752.92%-714.7pp | 345.32%-307.1pp |
| Employer contribution / active EE | $666 | $1,503-55.7% | $1,084-38.5% | $4,762-86.0% |
| Participant deferral / active EE | $1,270 | $2,712-53.2% | $1,964-35.3% | $5,850-78.3% |
| Admin fee / account holder | $20 | $4,902-99.6% | $3,333-99.4% | $11,596-99.8% |