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 | $6,831 | $107,334-93.6% | $92,893-92.6% | $152,861-95.5% |
| Participation rate | 63.6% | 79.8%-16.1pp | 76.0%-12.4pp | 82.4%-18.8pp |
| Annual return | 30.81% | 145.58%-114.8pp | 109.41%-78.6pp | 345.32%-314.5pp |
| Employer contribution / active EE | $1,299 | $4,221-69.2% | $3,653-64.4% | $4,762-72.7% |
| Participant deferral / active EE | $2,009 | $4,845-58.5% | $4,236-52.6% | $5,850-65.7% |
| Admin fee / account holder | $283 | $7,079-96.0% | $5,794-95.1% | $11,596-97.6% |