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 | $11,279 | $176,377-93.6% | $134,143-91.6% | $158,922-92.9% |
| Participation rate | 12.5% | 78.7%-66.2pp | 72.2%-59.7pp | 82.0%-69.5pp |
| Annual return | 24.03% | 63.63%-39.6pp | 36.33%-12.3pp | 302.83%-278.8pp |
| Employer contribution / active EE | $88 | $5,040-98.3% | $3,704-97.6% | $4,761-98.2% |
| Participant deferral / active EE | $150 | $4,091-96.3% | $3,499-95.7% | $5,982-97.5% |
| Admin fee / account holder | $50 | $8,718-99.4% | $6,684-99.3% | $11,246-99.6% |