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 | $7,368 | $52,279-85.9% | $89,391-91.8% | $79,858-90.8% |
| Participation rate | 59.7% | 57.5%+2.2pp | 68.0%-8.3pp | 69.6%-9.9pp |
| Annual return | 49.93% | 22.16%+27.8pp | 245.62%-195.7pp | 31.71%+18.2pp |
| Employer contribution / active EE | $928 | $1,572-41.0% | $2,586-64.1% | $2,471-62.5% |
| Participant deferral / active EE | $1,963 | $2,740-28.4% | $3,890-49.5% | $3,740-47.5% |
| Admin fee / account holder | $196 | $3,356-94.2% | $4,881-96.0% | $5,306-96.3% |