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 7-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 | $9,456 | $85,202-88.9% | $172,739-94.5% | $72,985-87.0% |
| Participation rate | 40.9% | 70.1%-29.2pp | 82.6%-41.7pp | 69.5%-28.6pp |
| Annual return | 130.04% | 27.32%+102.7pp | 802.84%-672.8pp | 81.00%+49.0pp |
| Employer contribution / active EE | $953 | $3,324-71.3% | $5,143-81.5% | $2,440-60.9% |
| Participant deferral / active EE | $1,602 | $3,260-50.9% | $5,198-69.2% | $3,607-55.6% |
| Admin fee / account holder | $285 | $5,884-95.2% | $13,954-98.0% | $5,124-94.4% |