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 | $8,253 | $117,381-93.0% | $99,443-91.7% | $152,861-94.6% |
| Participation rate | 52.2% | 77.5%-25.4pp | 73.8%-21.7pp | 82.4%-30.3pp |
| Annual return | 37.72% | 31.87%+5.9pp | 30.72%+7.0pp | 345.32%-307.6pp |
| Employer contribution / active EE | $480 | $3,013-84.1% | $2,540-81.1% | $4,762-89.9% |
| Participant deferral / active EE | $2,128 | $4,086-47.9% | $3,619-41.2% | $5,850-63.6% |
| Admin fee / account holder | $21 | $7,631-99.7% | $6,250-99.7% | $11,596-99.8% |