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 6-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 | $7,866 | $109,817-92.8% | $98,442-92.0% | $167,490-95.3% |
| Participation rate | 57.1% | 75.8%-18.7pp | 73.3%-16.2pp | 82.1%-25.0pp |
| Annual return | 11.29% | 1956.69%-1945.4pp | 1492.73%-1481.4pp | 478.56%-467.3pp |
| Employer contribution / active EE | $1,411 | $3,224-56.2% | $2,960-52.3% | $4,837-70.8% |
| Participant deferral / active EE | $1,750 | $4,673-62.6% | $4,276-59.1% | $6,341-72.4% |
| Admin fee / account holder | $26 | $6,753-99.6% | $5,949-99.6% | $12,309-99.8% |