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 8-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 | $8,204 | $118,919-93.1% | $88,538-90.7% | $152,861-94.6% |
| Participation rate | 14.3% | 73.4%-59.1pp | 68.7%-54.5pp | 82.4%-68.2pp |
| Annual return | 20.05% | 47.92%-27.9pp | 43.64%-23.6pp | 345.32%-325.3pp |
| Employer contribution / active EE | $459 | $2,669-82.8% | $2,098-78.1% | $4,762-90.4% |
| Participant deferral / active EE | $470 | $3,549-86.7% | $2,914-83.9% | $5,850-92.0% |
| Admin fee / account holder | $11 | $5,876-99.8% | $4,310-99.7% | $11,596-99.9% |