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 | $5,154 | $124,281-95.9% | $109,143-95.3% | $167,490-96.9% |
| Participation rate | 68.8% | 79.4%-10.7pp | 75.9%-7.1pp | 82.1%-13.4pp |
| Annual return | 136.54% | 26.04%+110.5pp | 25.75%+110.8pp | 478.56%-342.0pp |
| Employer contribution / active EE | $945 | $4,207-77.5% | $3,722-74.6% | $4,837-80.5% |
| Participant deferral / active EE | $2,780 | $5,255-47.1% | $4,653-40.3% | $6,341-56.2% |
| Admin fee / account holder | $106 | $7,970-98.7% | $6,752-98.4% | $12,309-99.1% |