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 6-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 | $11,474 | $165,335-93.1% | $149,696-92.3% | $158,922-92.8% |
| Participation rate | 42.1% | 84.6%-42.5pp | 82.5%-40.4pp | 82.0%-39.9pp |
| Annual return | 115.87% | 348.15%-232.3pp | 276.60%-160.7pp | 302.83%-187.0pp |
| Employer contribution / active EE | $1,441 | $5,103-71.8% | $4,644-69.0% | $4,761-69.7% |
| Participant deferral / active EE | $3,232 | $7,181-55.0% | $6,842-52.8% | $5,982-46.0% |
| Admin fee / account holder | $294 | $10,807-97.3% | $9,309-96.8% | $11,246-97.4% |