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 | $17,372 | $99,652-82.6% | $78,778-77.9% | $147,584-88.2% |
| Participation rate | 66.7% | 76.2%-9.6pp | 69.2%-2.5pp | 82.8%-16.2pp |
| Annual return | 13.78% | 47.28%-33.5pp | 35.62%-21.8pp | 578.55%-564.8pp |
| Employer contribution / active EE | $556 | $2,796-80.1% | $1,986-72.0% | $4,876-88.6% |
| Participant deferral / active EE | $1,025 | $3,664-72.0% | $2,958-65.3% | $5,439-81.1% |
| Admin fee / account holder | $0 | $7,155-100.0% | $5,134-100.0% | $10,885-100.0% |