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 | $6,763 | $102,966-93.4% | $90,281-92.5% | $152,861-95.6% |
| Participation rate | 37.5% | 75.9%-38.4pp | 73.3%-35.8pp | 82.4%-44.9pp |
| Annual return | 52.75% | 95.16%-42.4pp | 78.10%-25.4pp | 345.32%-292.6pp |
| Employer contribution / active EE | $566 | $3,139-82.0% | $2,854-80.2% | $4,762-88.1% |
| Participant deferral / active EE | $1,497 | $4,281-65.0% | $3,885-61.5% | $5,850-74.4% |
| Admin fee / account holder | $41 | $6,171-99.3% | $5,351-99.2% | $11,596-99.6% |