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 8-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 | $7,054 | $92,703-92.4% | $82,719-91.5% | $134,475-94.8% |
| Participation rate | 50.0% | 75.2%-25.2pp | 72.6%-22.6pp | 81.2%-31.2pp |
| Annual return | -18.37% | 944.92%-963.3pp | 701.18%-719.5pp | 417.96%-436.3pp |
| Employer contribution / active EE | $401 | $3,274-87.8% | $3,009-86.7% | $4,740-91.5% |
| Participant deferral / active EE | $976 | $4,802-79.7% | $4,395-77.8% | $6,400-84.7% |
| Admin fee / account holder | $74 | $5,983-98.8% | $5,329-98.6% | $11,426-99.4% |