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 9-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 | $14,702 | $89,355-83.5% | $141,162-89.6% | $72,985-79.9% |
| Participation rate | 46.4% | 75.1%-28.7pp | 82.5%-36.0pp | 69.5%-23.1pp |
| Annual return | 258.16% | 111.85%+146.3pp | 71.39%+186.8pp | 81.00%+177.2pp |
| Employer contribution / active EE | $3,352 | $3,114+7.6% | $4,735-29.2% | $2,440+37.4% |
| Participant deferral / active EE | $0 | $5,418-100.0% | $6,709-100.0% | $3,607-100.0% |
| Admin fee / account holder | $6 | $5,958-99.9% | $10,261-99.9% | $5,124-99.9% |