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 | $3,785 | $108,172-96.5% | $77,482-95.1% | $158,922-97.6% |
| Participation rate | 40.0% | 64.4%-24.4pp | 54.2%-14.2pp | 82.0%-42.0pp |
| Annual return | 24.33% | 31.67%-7.3pp | 54.79%-30.5pp | 302.83%-278.5pp |
| Employer contribution / active EE | $311 | $1,325-76.5% | $986-68.5% | $4,761-93.5% |
| Participant deferral / active EE | $527 | $2,456-78.6% | $1,861-71.7% | $5,982-91.2% |
| Admin fee / account holder | $42 | $3,708-98.9% | $2,858-98.5% | $11,246-99.6% |