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 9-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 | $7,615 | $232,540-96.7% | $185,117-95.9% | $147,584-94.8% |
| Participation rate | 61.1% | 82.4%-21.2pp | 77.3%-16.2pp | 82.8%-21.7pp |
| Annual return | 245.17% | 43.03%+202.1pp | 40.50%+204.7pp | 578.55%-333.4pp |
| Employer contribution / active EE | $1,046 | $5,195-79.9% | $4,182-75.0% | $4,876-78.5% |
| Participant deferral / active EE | $1,516 | $5,834-74.0% | $5,045-70.0% | $5,439-72.1% |
| Admin fee / account holder | $214 | $10,275-97.9% | $8,159-97.4% | $10,885-98.0% |