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 | $9,037 | $104,907-91.4% | $84,611-89.3% | $152,861-94.1% |
| Participation rate | 41.7% | 74.8%-33.2pp | 68.2%-26.6pp | 82.4%-40.8pp |
| Annual return | 46.06% | 373.79%-327.7pp | 258.74%-212.7pp | 345.32%-299.3pp |
| Employer contribution / active EE | $663 | $3,302-79.9% | $2,652-75.0% | $4,762-86.1% |
| Participant deferral / active EE | $1,353 | $4,688-71.1% | $3,899-65.3% | $5,850-76.9% |
| Admin fee / account holder | $122 | $6,241-98.0% | $4,912-97.5% | $11,596-98.9% |