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 | $4,877 | $34,308-85.8% | $74,701-93.5% | $72,985-93.3% |
| Participation rate | 27.9% | 42.4%-14.5pp | 54.5%-26.6pp | 69.5%-41.6pp |
| Annual return | 124.07% | 26.58%+97.5pp | 752.92%-628.8pp | 81.00%+43.1pp |
| Employer contribution / active EE | $509 | $692-26.3% | $1,084-53.0% | $2,440-79.1% |
| Participant deferral / active EE | $547 | $1,271-56.9% | $1,964-72.1% | $3,607-84.8% |
| Admin fee / account holder | $156 | $2,124-92.7% | $3,333-95.3% | $5,124-97.0% |