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 | $4,515 | $96,635-95.3% | $86,612-94.8% | $139,434-96.8% |
| Participation rate | 45.5% | 74.4%-28.9pp | 71.7%-26.2pp | 80.3%-34.9pp |
| Annual return | 57.31% | 106.41%-49.1pp | 591.07%-533.8pp | 372.94%-315.6pp |
| Employer contribution / active EE | $868 | $3,263-73.4% | $3,022-71.3% | $4,751-81.7% |
| Participant deferral / active EE | $1,105 | $4,836-77.2% | $4,438-75.1% | $6,710-83.5% |
| Admin fee / account holder | $17 | $6,408-99.7% | $5,614-99.7% | $11,403-99.9% |