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 | $7,673 | $102,966-92.5% | $90,281-91.5% | $152,861-95.0% |
| Participation rate | 27.8% | 75.9%-48.1pp | 73.3%-45.5pp | 82.4%-54.7pp |
| Annual return | 25.47% | 95.16%-69.7pp | 78.10%-52.6pp | 345.32%-319.8pp |
| Employer contribution / active EE | $424 | $3,139-86.5% | $2,854-85.2% | $4,762-91.1% |
| Participant deferral / active EE | $957 | $4,281-77.6% | $3,885-75.4% | $5,850-83.6% |
| Admin fee / account holder | $212 | $6,171-96.6% | $5,351-96.0% | $11,596-98.2% |