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 | $10,301 | $104,486-90.1% | $76,817-86.6% | $152,861-93.3% |
| Participation rate | 62.5% | 76.6%-14.1pp | 72.1%-9.6pp | 82.4%-19.9pp |
| Annual return | 27.78% | 1013.37%-985.6pp | 1166.11%-1138.3pp | 345.32%-317.5pp |
| Employer contribution / active EE | $1,257 | $3,116-59.6% | $2,302-45.4% | $4,762-73.6% |
| Participant deferral / active EE | $2,778 | $4,236-34.4% | $3,336-16.7% | $5,850-52.5% |
| Admin fee / account holder | $226 | $12,275-98.2% | $6,420-96.5% | $11,596-98.0% |