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 | $4,143 | $102,966-96.0% | $90,281-95.4% | $152,861-97.3% |
| Participation rate | 60.0% | 75.9%-15.9pp | 73.3%-13.3pp | 82.4%-22.4pp |
| Annual return | 30.42% | 95.16%-64.7pp | 78.10%-47.7pp | 345.32%-314.9pp |
| Employer contribution / active EE | $957 | $3,139-69.5% | $2,854-66.5% | $4,762-79.9% |
| Participant deferral / active EE | $1,623 | $4,281-62.1% | $3,885-58.2% | $5,850-72.3% |
| Admin fee / account holder | $28 | $6,171-99.5% | $5,351-99.5% | $11,596-99.8% |