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 | $9,274 | $73,515-87.4% | $62,995-85.3% | $147,584-93.7% |
| Participation rate | 36.8% | 77.9%-41.0pp | 74.8%-38.0pp | 82.8%-46.0pp |
| Annual return | 17.46% | 175.43%-158.0pp | 87.57%-70.1pp | 578.55%-561.1pp |
| Employer contribution / active EE | $460 | $3,320-86.1% | $2,759-83.3% | $4,876-90.6% |
| Participant deferral / active EE | $1,237 | $4,185-70.5% | $3,329-62.9% | $5,439-77.3% |
| Admin fee / account holder | $143 | $5,953-97.6% | $3,600-96.0% | $10,885-98.7% |