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 | $5,806 | $49,922-88.4% | $80,569-92.8% | $75,163-92.3% |
| Participation rate | 47.1% | 55.3%-8.2pp | 67.0%-19.9pp | 67.2%-20.1pp |
| Annual return | 20.79% | 34.69%-13.9pp | 935.43%-914.6pp | 160.62%-139.8pp |
| Employer contribution / active EE | $0 | $1,698-100.0% | $2,723-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,831 | $2,990-38.8% | $4,447-58.8% | $4,125-55.6% |
| Admin fee / account holder | $17 | $3,577-99.5% | $5,377-99.7% | $5,651-99.7% |