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 | $14,038 | $124,185-88.7% | $108,410-87.1% | $167,490-91.6% |
| Participation rate | 50.0% | 82.3%-32.3pp | 80.1%-30.1pp | 82.1%-32.1pp |
| Annual return | 18.85% | 1379.64%-1360.8pp | 905.27%-886.4pp | 478.56%-459.7pp |
| Employer contribution / active EE | $1,693 | $4,187-59.6% | $3,558-52.4% | $4,837-65.0% |
| Participant deferral / active EE | $2,776 | $6,908-59.8% | $6,563-57.7% | $6,341-56.2% |
| Admin fee / account holder | $101 | $9,455-98.9% | $7,295-98.6% | $12,309-99.2% |