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 | $7,065 | $157,256-95.5% | $141,162-95.0% | $152,861-95.4% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.4%-15.8pp |
| Annual return | 47.97% | 64.32%-16.4pp | 71.39%-23.4pp | 345.32%-297.3pp |
| Employer contribution / active EE | $1,500 | $5,261-71.5% | $4,735-68.3% | $4,762-68.5% |
| Participant deferral / active EE | $3,088 | $7,109-56.6% | $6,709-54.0% | $5,850-47.2% |
| Admin fee / account holder | $45 | $12,120-99.6% | $10,261-99.6% | $11,596-99.6% |