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 | $1,624 | $90,503-98.2% | $78,689-97.9% | $273,961-99.4% |
| Participation rate | 66.7% | 76.5%-9.9pp | 73.6%-6.9pp | 83.0%-16.3pp |
| Annual return | 275.20% | 75.60%+199.6pp | 62.18%+213.0pp | 41.45%+233.7pp |
| Employer contribution / active EE | $886 | $3,176-72.1% | $2,851-68.9% | $4,869-81.8% |
| Participant deferral / active EE | $1,918 | $3,901-50.8% | $3,517-45.5% | $5,287-63.7% |
| Admin fee / account holder | $163 | $5,263-96.9% | $4,510-96.4% | $10,132-98.4% |