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 7-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 | $10,507 | $115,770-90.9% | $101,248-89.6% | $158,922-93.4% |
| Participation rate | 42.9% | 79.4%-36.5pp | 75.8%-33.0pp | 82.0%-39.1pp |
| Annual return | 70.83% | 56.14%+14.7pp | 46.47%+24.4pp | 302.83%-232.0pp |
| Employer contribution / active EE | $2,163 | $4,175-48.2% | $3,660-40.9% | $4,761-54.6% |
| Participant deferral / active EE | $2,106 | $4,957-57.5% | $4,370-51.8% | $5,982-64.8% |
| Admin fee / account holder | $25 | $7,245-99.7% | $5,945-99.6% | $11,246-99.8% |