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 | $3,476 | $54,762-93.7% | $90,281-96.1% | $72,985-95.2% |
| Participation rate | 51.9% | 65.1%-13.3pp | 73.3%-21.4pp | 69.5%-17.6pp |
| Annual return | 152.11% | 30.63%+121.5pp | 78.10%+74.0pp | 81.00%+71.1pp |
| Employer contribution / active EE | $433 | $2,092-79.3% | $2,854-84.8% | $2,440-82.3% |
| Participant deferral / active EE | $1,224 | $2,887-57.6% | $3,885-68.5% | $3,607-66.1% |
| Admin fee / account holder | $175 | $3,972-95.6% | $5,351-96.7% | $5,124-96.6% |