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 | $7,835 | $100,852-92.2% | $90,404-91.3% | $158,922-95.1% |
| Participation rate | 29.4% | 75.0%-45.6pp | 72.7%-43.3pp | 82.0%-52.5pp |
| Annual return | 29.14% | 1724.20%-1695.1pp | 1293.02%-1263.9pp | 302.83%-273.7pp |
| Employer contribution / active EE | $0 | $3,689-100.0% | $3,262-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $1,213 | $4,348-72.1% | $3,963-69.4% | $5,982-79.7% |
| Admin fee / account holder | $62 | $6,501-99.1% | $5,611-98.9% | $11,246-99.5% |