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 8-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 | $7,916 | $226,064-96.5% | $182,532-95.7% | $152,861-94.8% |
| Participation rate | 63.6% | 82.5%-18.8pp | 78.0%-14.3pp | 82.4%-18.8pp |
| Annual return | 27.55% | 192.51%-165.0pp | 148.54%-121.0pp | 345.32%-317.8pp |
| Employer contribution / active EE | $1,180 | $4,978-76.3% | $4,076-71.0% | $4,762-75.2% |
| Participant deferral / active EE | $2,214 | $6,368-65.2% | $5,524-59.9% | $5,850-62.2% |
| Admin fee / account holder | $20 | $10,703-99.8% | $8,592-99.8% | $11,596-99.8% |