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 | $5,325 | $90,503-94.1% | $78,689-93.2% | $273,961-98.1% |
| Participation rate | 22.2% | 76.5%-54.3pp | 73.6%-51.3pp | 83.0%-60.8pp |
| Annual return | 65.06% | 75.60%-10.5pp | 62.18%+2.9pp | 41.45%+23.6pp |
| Employer contribution / active EE | $694 | $3,176-78.2% | $2,851-75.7% | $4,869-85.7% |
| Participant deferral / active EE | $864 | $3,901-77.8% | $3,517-75.4% | $5,287-83.7% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,132-100.0% |