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 | $8,890 | $104,664-91.5% | $85,682-89.6% | $167,490-94.7% |
| Participation rate | 37.5% | 76.4%-38.9pp | 69.9%-32.4pp | 82.1%-44.6pp |
| Annual return | 13.33% | 21.45%-8.1pp | 21.49%-8.2pp | 478.56%-465.2pp |
| Employer contribution / active EE | $704 | $3,337-78.9% | $2,618-73.1% | $4,837-85.4% |
| Participant deferral / active EE | $1,283 | $4,824-73.4% | $3,923-67.3% | $6,341-79.8% |
| Admin fee / account holder | $169 | $10,032-98.3% | $6,873-97.5% | $12,309-98.6% |