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 | $2,733 | $108,172-97.5% | $77,482-96.5% | $158,922-98.3% |
| Participation rate | 36.8% | 64.4%-27.6pp | 54.2%-17.3pp | 82.0%-45.1pp |
| Annual return | 27.81% | 31.67%-3.9pp | 54.79%-27.0pp | 302.83%-275.0pp |
| Employer contribution / active EE | $103 | $1,325-92.2% | $986-89.6% | $4,761-97.8% |
| Participant deferral / active EE | $214 | $2,456-91.3% | $1,861-88.5% | $5,982-96.4% |
| Admin fee / account holder | $68 | $3,708-98.2% | $2,858-97.6% | $11,246-99.4% |