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 | $6,751 | $104,907-93.6% | $84,611-92.0% | $152,861-95.6% |
| Participation rate | 66.7% | 74.8%-8.2pp | 68.2%-1.6pp | 82.4%-15.8pp |
| Annual return | 33.65% | 373.79%-340.1pp | 258.74%-225.1pp | 345.32%-311.7pp |
| Employer contribution / active EE | $555 | $3,302-83.2% | $2,652-79.1% | $4,762-88.3% |
| Participant deferral / active EE | $2,750 | $4,688-41.3% | $3,899-29.5% | $5,850-53.0% |
| Admin fee / account holder | $86 | $6,241-98.6% | $4,912-98.3% | $11,596-99.3% |