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 | $6,709 | $106,543-93.7% | $91,220-92.6% | $134,475-95.0% |
| Participation rate | 60.0% | 76.8%-16.8pp | 73.2%-13.2pp | 81.2%-21.2pp |
| Annual return | -11.77% | 160.60%-172.4pp | 114.01%-125.8pp | 417.96%-429.7pp |
| Employer contribution / active EE | $526 | $3,331-84.2% | $2,850-81.5% | $4,740-88.9% |
| Participant deferral / active EE | $1,022 | $4,719-78.3% | $4,234-75.9% | $6,400-84.0% |
| Admin fee / account holder | $87 | $6,231-98.6% | $5,420-98.4% | $11,426-99.2% |