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 | $13,047 | $84,233-84.5% | $170,442-92.3% | $70,131-81.4% |
| Participation rate | 26.5% | 70.8%-44.4pp | 83.6%-57.1pp | 69.5%-43.1pp |
| Annual return | 182.86% | 23.06%+159.8pp | 205.93%-23.1pp | 73.14%+109.7pp |
| Employer contribution / active EE | $737 | $3,387-78.2% | $5,433-86.4% | $2,342-68.5% |
| Participant deferral / active EE | $912 | $3,086-70.5% | $4,939-81.5% | $3,332-72.6% |
| Admin fee / account holder | $60 | $5,698-99.0% | $13,880-99.6% | $4,645-98.7% |