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 | $5,515 | $65,365-91.6% | $92,893-94.1% | $72,985-92.4% |
| Participation rate | 68.0% | 68.3%-0.3pp | 76.0%-8.0pp | 69.5%-1.5pp |
| Annual return | 107.13% | 42.10%+65.0pp | 109.41%-2.3pp | 81.00%+26.1pp |
| Employer contribution / active EE | $1,386 | $2,594-46.6% | $3,653-62.1% | $2,440-43.2% |
| Participant deferral / active EE | $1,868 | $3,128-40.3% | $4,236-55.9% | $3,607-48.2% |
| Admin fee / account holder | $207 | $4,251-95.1% | $5,794-96.4% | $5,124-96.0% |