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 | $9,066 | $102,616-91.2% | $81,983-88.9% | $158,922-94.3% |
| Participation rate | 45.5% | 75.5%-30.1pp | 69.2%-23.8pp | 82.0%-36.5pp |
| Annual return | 18.29% | 61.04%-42.7pp | 41.31%-23.0pp | 302.83%-284.5pp |
| Employer contribution / active EE | $580 | $3,240-82.1% | $2,498-76.8% | $4,761-87.8% |
| Participant deferral / active EE | $1,328 | $4,648-71.4% | $3,722-64.3% | $5,982-77.8% |
| Admin fee / account holder | $29 | $8,235-99.6% | $5,664-99.5% | $11,246-99.7% |