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 | $3,683 | $60,124-93.9% | $90,404-95.9% | $79,858-95.4% |
| Participation rate | 45.5% | 65.0%-19.5pp | 72.7%-27.2pp | 69.6%-24.2pp |
| Annual return | 48.73% | 71.94%-23.2pp | 1293.02%-1244.3pp | 31.71%+17.0pp |
| Employer contribution / active EE | $479 | $2,068-76.8% | $3,262-85.3% | $2,471-80.6% |
| Participant deferral / active EE | $1,073 | $2,938-63.5% | $3,963-72.9% | $3,740-71.3% |
| Admin fee / account holder | $49 | $3,976-98.8% | $5,611-99.1% | $5,306-99.1% |