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 3-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 | $3,456 | $202,432-98.3% | $169,368-98.0% | $139,434-97.5% |
| Participation rate | 0.0% | 81.1%-81.1pp | 77.1%-77.1pp | 80.3%-80.3pp |
| Annual return | 19.91% | 531.74%-511.8pp | 405.60%-385.7pp | 372.94%-353.0pp |
| Employer contribution / active EE | $832 | $4,692-82.3% | $4,013-79.3% | $4,751-82.5% |
| Participant deferral / active EE | $1,375 | $6,938-80.2% | $6,221-77.9% | $6,710-79.5% |
| Admin fee / account holder | $17 | $10,708-99.8% | $9,003-99.8% | $11,403-99.9% |