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 | $15,446 | $115,770-86.7% | $101,248-84.7% | $158,922-90.3% |
| Participation rate | 38.9% | 79.4%-40.5pp | 75.8%-36.9pp | 82.0%-43.1pp |
| Annual return | 24.50% | 56.14%-31.6pp | 46.47%-22.0pp | 302.83%-278.3pp |
| Employer contribution / active EE | $1,120 | $4,175-73.2% | $3,660-69.4% | $4,761-76.5% |
| Participant deferral / active EE | $2,492 | $4,957-49.7% | $4,370-43.0% | $5,982-58.3% |
| Admin fee / account holder | $54 | $7,245-99.3% | $5,945-99.1% | $11,246-99.5% |