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 | $10,539 | $176,377-94.0% | $134,143-92.1% | $158,922-93.4% |
| Participation rate | 66.7% | 78.7%-12.0pp | 72.2%-5.5pp | 82.0%-15.3pp |
| Annual return | 12.15% | 63.63%-51.5pp | 36.33%-24.2pp | 302.83%-290.7pp |
| Employer contribution / active EE | $1,653 | $5,040-67.2% | $3,704-55.4% | $4,761-65.3% |
| Participant deferral / active EE | $3,747 | $4,091-8.4% | $3,499+7.1% | $5,982-37.4% |
| Admin fee / account holder | $36 | $8,718-99.6% | $6,684-99.5% | $11,246-99.7% |