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 | $7,593 | $48,046-84.2% | $84,611-91.0% | $72,985-89.6% |
| Participation rate | 42.9% | 57.6%-14.7pp | 68.2%-25.4pp | 69.5%-26.6pp |
| Annual return | 202.94% | 37.38%+165.6pp | 258.74%-55.8pp | 81.00%+121.9pp |
| Employer contribution / active EE | $0 | $1,602-100.0% | $2,652-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,268 | $2,680-52.7% | $3,899-67.5% | $3,607-64.8% |
| Admin fee / account holder | $1 | $3,395-100.0% | $4,912-100.0% | $5,124-100.0% |