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 | $6,522 | $107,334-93.9% | $92,893-93.0% | $152,861-95.7% |
| Participation rate | 50.0% | 79.8%-29.8pp | 76.0%-26.0pp | 82.4%-32.4pp |
| Annual return | 51.30% | 145.58%-94.3pp | 109.41%-58.1pp | 345.32%-294.0pp |
| Employer contribution / active EE | $956 | $4,221-77.3% | $3,653-73.8% | $4,762-79.9% |
| Participant deferral / active EE | $1,435 | $4,845-70.4% | $4,236-66.1% | $5,850-75.5% |
| Admin fee / account holder | $17 | $7,079-99.8% | $5,794-99.7% | $11,596-99.9% |