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 | $3,310 | $113,339-97.1% | $94,993-96.5% | $147,584-97.8% |
| Participation rate | 35.7% | 78.0%-42.3pp | 73.9%-38.2pp | 82.8%-47.1pp |
| Annual return | 7.66% | 20.77%-13.1pp | 27.12%-19.5pp | 578.55%-570.9pp |
| Employer contribution / active EE | $421 | $3,160-86.7% | $2,603-83.8% | $4,876-91.4% |
| Participant deferral / active EE | $471 | $3,777-87.5% | $3,317-85.8% | $5,439-91.3% |
| Admin fee / account holder | $47 | $6,063-99.2% | $4,960-99.1% | $10,885-99.6% |