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 | $8,953 | $127,264-93.0% | $109,895-91.9% | $167,490-94.7% |
| Participation rate | 60.0% | 77.9%-17.9pp | 74.2%-14.2pp | 82.1%-22.1pp |
| Annual return | 13.42% | 22.97%-9.5pp | 29.45%-16.0pp | 478.56%-465.1pp |
| Employer contribution / active EE | $870 | $3,322-73.8% | $2,842-69.4% | $4,837-82.0% |
| Participant deferral / active EE | $778 | $4,514-82.8% | $4,048-80.8% | $6,341-87.7% |
| Admin fee / account holder | $107 | $7,114-98.5% | $6,066-98.2% | $12,309-99.1% |