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 | $6,567 | $226,064-97.1% | $182,532-96.4% | $152,861-95.7% |
| Participation rate | 60.0% | 82.5%-22.5pp | 78.0%-18.0pp | 82.4%-22.4pp |
| Annual return | 41.94% | 192.51%-150.6pp | 148.54%-106.6pp | 345.32%-303.4pp |
| Employer contribution / active EE | $824 | $4,978-83.4% | $4,076-79.8% | $4,762-82.7% |
| Participant deferral / active EE | $2,084 | $6,368-67.3% | $5,524-62.3% | $5,850-64.4% |
| Admin fee / account holder | $278 | $10,703-97.4% | $8,592-96.8% | $11,596-97.6% |