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 9-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 | $8,656 | $57,354-84.9% | $83,848-89.7% | $64,186-86.5% |
| Participation rate | 65.0% | 68.6%-3.6pp | 76.1%-11.1pp | 69.6%-4.6pp |
| Annual return | 28.20% | 11.38%+16.8pp | 850.88%-822.7pp | 7.63%+20.6pp |
| Employer contribution / active EE | $758 | $2,545-70.2% | $3,631-79.1% | $2,381-68.2% |
| Participant deferral / active EE | $1,343 | $2,993-55.1% | $4,082-67.1% | $3,470-61.3% |
| Admin fee / account holder | $1 | $4,046-100.0% | $5,478-100.0% | $4,888-100.0% |