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 6-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 | $7,808 | $127,264-93.9% | $109,895-92.9% | $167,490-95.3% |
| Participation rate | 25.0% | 77.9%-52.9pp | 74.2%-49.2pp | 82.1%-57.1pp |
| Annual return | 80.05% | 22.97%+57.1pp | 29.45%+50.6pp | 478.56%-398.5pp |
| Employer contribution / active EE | $692 | $3,322-79.2% | $2,842-75.7% | $4,837-85.7% |
| Participant deferral / active EE | $956 | $4,514-78.8% | $4,048-76.4% | $6,341-84.9% |
| Admin fee / account holder | $13 | $7,114-99.8% | $6,066-99.8% | $12,309-99.9% |