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 | $20,066 | $157,256-87.2% | $141,162-85.8% | $152,861-86.9% |
| Participation rate | 63.2% | 84.8%-21.7pp | 82.5%-19.3pp | 82.4%-19.3pp |
| Annual return | 24.52% | 64.32%-39.8pp | 71.39%-46.9pp | 345.32%-320.8pp |
| Employer contribution / active EE | $0 | $5,261-100.0% | $4,735-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $0 | $7,109-100.0% | $6,709-100.0% | $5,850-100.0% |
| Admin fee / account holder | $52 | $12,120-99.6% | $10,261-99.5% | $11,596-99.5% |