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 | $14,772 | $48,570-69.6% | $130,648-88.7% | $72,985-79.8% |
| Participation rate | 66.2% | 58.6%+7.6pp | 71.7%-5.6pp | 69.5%-3.3pp |
| Annual return | 49.12% | 38.63%+10.5pp | 1708.96%-1659.8pp | 81.00%-31.9pp |
| Employer contribution / active EE | $1,505 | $1,334+12.8% | $4,092-63.2% | $2,440-38.3% |
| Participant deferral / active EE | $2,602 | $2,384+9.2% | $3,603-27.8% | $3,607-27.9% |
| Admin fee / account holder | $149 | $3,549-95.8% | $5,464-97.3% | $5,124-97.1% |