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 9-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 | $6,532 | $76,000-91.4% | $154,107-95.8% | $64,186-89.8% |
| Participation rate | 69.4% | 70.4%-1.0pp | 83.0%-13.6pp | 69.6%-0.2pp |
| Annual return | 324.02% | 30.32%+293.7pp | 735.12%-411.1pp | 7.63%+316.4pp |
| Employer contribution / active EE | $1,186 | $3,351-64.6% | $5,298-77.6% | $2,381-50.2% |
| Participant deferral / active EE | $1,402 | $3,175-55.8% | $5,081-72.4% | $3,470-59.6% |
| Admin fee / account holder | $81 | $5,596-98.6% | $13,411-99.4% | $4,888-98.3% |