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 | $7,635 | $107,934-92.9% | $91,989-91.7% | $152,861-95.0% |
| Participation rate | 64.3% | 81.2%-16.9pp | 78.6%-14.3pp | 82.4%-18.2pp |
| Annual return | 23.11% | 89.24%-66.1pp | 69.02%-45.9pp | 345.32%-322.2pp |
| Employer contribution / active EE | $827 | $4,210-80.4% | $3,452-76.0% | $4,762-82.6% |
| Participant deferral / active EE | $1,883 | $6,364-70.4% | $5,923-68.2% | $5,850-67.8% |
| Admin fee / account holder | $38 | $10,520-99.6% | $7,743-99.5% | $11,596-99.7% |