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 | $2,370 | $81,632-97.1% | $70,449-96.6% | $158,922-98.5% |
| Participation rate | 60.0% | 77.7%-17.7pp | 75.1%-15.1pp | 82.0%-22.0pp |
| Annual return | 45.10% | 208.40%-163.3pp | 109.03%-63.9pp | 302.83%-257.7pp |
| Employer contribution / active EE | $1,132 | $3,217-64.8% | $2,737-58.6% | $4,761-76.2% |
| Participant deferral / active EE | $1,541 | $4,554-66.2% | $3,709-58.5% | $5,982-74.2% |
| Admin fee / account holder | $11 | $6,193-99.8% | $3,845-99.7% | $11,246-99.9% |