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 | $6,312 | $226,064-97.2% | $182,532-96.5% | $152,861-95.9% |
| Participation rate | 50.0% | 82.5%-32.5pp | 78.0%-28.0pp | 82.4%-32.4pp |
| Annual return | 80.78% | 192.51%-111.7pp | 148.54%-67.8pp | 345.32%-264.5pp |
| Employer contribution / active EE | $1,146 | $4,978-77.0% | $4,076-71.9% | $4,762-75.9% |
| Participant deferral / active EE | $1,545 | $6,368-75.7% | $5,524-72.0% | $5,850-73.6% |
| Admin fee / account holder | $63 | $10,703-99.4% | $8,592-99.3% | $11,596-99.5% |