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 | $10,535 | $79,944-86.8% | $98,439-89.3% | $75,163-86.0% |
| Participation rate | 60.6% | 70.4%-9.8pp | 75.2%-14.6pp | 67.2%-6.6pp |
| Annual return | 58.17% | 19.75%+38.4pp | 21.16%+37.0pp | 160.62%-102.4pp |
| Employer contribution / active EE | $1,118 | $2,264-50.6% | $3,048-63.3% | $2,670-58.1% |
| Participant deferral / active EE | $2,249 | $3,752-40.1% | $4,738-52.5% | $4,125-45.5% |
| Admin fee / account holder | $179 | $6,840-97.4% | $8,948-98.0% | $5,651-96.8% |