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 | $6,313 | $226,064-97.2% | $182,532-96.5% | $152,861-95.9% |
| Participation rate | 66.7% | 82.5%-15.8pp | 78.0%-11.3pp | 82.4%-15.8pp |
| Annual return | 55.49% | 192.51%-137.0pp | 148.54%-93.0pp | 345.32%-289.8pp |
| Employer contribution / active EE | $1,364 | $4,978-72.6% | $4,076-66.5% | $4,762-71.4% |
| Participant deferral / active EE | $3,045 | $6,368-52.2% | $5,524-44.9% | $5,850-48.0% |
| Admin fee / account holder | $67 | $10,703-99.4% | $8,592-99.2% | $11,596-99.4% |