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 | $4,831 | $118,849-95.9% | $96,562-95.0% | $167,490-97.1% |
| Participation rate | 50.0% | 75.5%-25.5pp | 69.8%-19.8pp | 82.1%-32.1pp |
| Annual return | 21.69% | 50.49%-28.8pp | 37.78%-16.1pp | 478.56%-456.9pp |
| Employer contribution / active EE | $627 | $3,120-79.9% | $2,356-73.4% | $4,837-87.0% |
| Participant deferral / active EE | $1,253 | $4,616-72.9% | $3,849-67.4% | $6,341-80.2% |
| Admin fee / account holder | $34 | $8,065-99.6% | $6,181-99.5% | $12,309-99.7% |