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 | $12,416 | $115,770-89.3% | $101,248-87.7% | $158,922-92.2% |
| Participation rate | 60.0% | 79.4%-19.4pp | 75.8%-15.8pp | 82.0%-22.0pp |
| Annual return | 46.45% | 56.14%-9.7pp | 46.47%0pp | 302.83%-256.4pp |
| Employer contribution / active EE | $1,192 | $4,175-71.4% | $3,660-67.4% | $4,761-75.0% |
| Participant deferral / active EE | $1,994 | $4,957-59.8% | $4,370-54.4% | $5,982-66.7% |
| Admin fee / account holder | $118 | $7,245-98.4% | $5,945-98.0% | $11,246-99.0% |