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 4-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 | $7,334 | $156,846-95.3% | $121,098-93.9% | $139,434-94.7% |
| Participation rate | 60.0% | 76.4%-16.4pp | 69.5%-9.5pp | 80.3%-20.3pp |
| Annual return | 71.01% | 1474.56%-1403.6pp | 985.75%-914.7pp | 372.94%-301.9pp |
| Employer contribution / active EE | $2,303 | $5,536-58.4% | $4,164-44.7% | $4,751-51.5% |
| Participant deferral / active EE | $2,252 | $4,844-53.5% | $4,080-44.8% | $6,710-66.4% |
| Admin fee / account holder | $189 | $6,946-97.3% | $5,644-96.7% | $11,403-98.3% |