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 6-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 | $15,596 | $118,849-86.9% | $96,562-83.8% | $167,490-90.7% |
| Participation rate | 66.7% | 75.5%-8.8pp | 69.8%-3.1pp | 82.1%-15.4pp |
| Annual return | 226.24% | 50.49%+175.8pp | 37.78%+188.5pp | 478.56%-252.3pp |
| Employer contribution / active EE | $1,677 | $3,120-46.2% | $2,356-28.8% | $4,837-65.3% |
| Participant deferral / active EE | $6,876 | $4,616+49.0% | $3,849+78.6% | $6,341+8.4% |
| Admin fee / account holder | $91 | $8,065-98.9% | $6,181-98.5% | $12,309-99.3% |