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 | $9,120 | $115,770-92.1% | $101,248-91.0% | $158,922-94.3% |
| Participation rate | 45.5% | 79.4%-33.9pp | 75.8%-30.4pp | 82.0%-36.5pp |
| Annual return | 127.09% | 56.14%+70.9pp | 46.47%+80.6pp | 302.83%-175.7pp |
| Employer contribution / active EE | $1,202 | $4,175-71.2% | $3,660-67.2% | $4,761-74.8% |
| Participant deferral / active EE | $1,844 | $4,957-62.8% | $4,370-57.8% | $5,982-69.2% |
| Admin fee / account holder | $29 | $7,245-99.6% | $5,945-99.5% | $11,246-99.7% |