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 | $7,624 | $102,616-92.6% | $81,983-90.7% | $158,922-95.2% |
| Participation rate | 62.5% | 75.5%-13.0pp | 69.2%-6.7pp | 82.0%-19.5pp |
| Annual return | 353.16% | 61.04%+292.1pp | 41.31%+311.8pp | 302.83%+50.3pp |
| Employer contribution / active EE | $877 | $3,240-72.9% | $2,498-64.9% | $4,761-81.6% |
| Participant deferral / active EE | $1,106 | $4,648-76.2% | $3,722-70.3% | $5,982-81.5% |
| Admin fee / account holder | $58 | $8,235-99.3% | $5,664-99.0% | $11,246-99.5% |