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 9-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 | $8,677 | $85,202-89.8% | $172,739-95.0% | $72,985-88.1% |
| Participation rate | 65.7% | 70.1%-4.3pp | 82.6%-16.9pp | 69.5%-3.8pp |
| Annual return | 24.09% | 27.32%-3.2pp | 802.84%-778.8pp | 81.00%-56.9pp |
| Employer contribution / active EE | $451 | $3,324-86.4% | $5,143-91.2% | $2,440-81.5% |
| Participant deferral / active EE | $1,242 | $3,260-61.9% | $5,198-76.1% | $3,607-65.6% |
| Admin fee / account holder | $17 | $5,884-99.7% | $13,954-99.9% | $5,124-99.7% |