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 | $13,765 | $107,334-87.2% | $92,893-85.2% | $152,861-91.0% |
| Participation rate | 57.1% | 79.8%-22.6pp | 76.0%-18.9pp | 82.4%-25.3pp |
| Annual return | 38.92% | 145.58%-106.7pp | 109.41%-70.5pp | 345.32%-306.4pp |
| Employer contribution / active EE | $1,039 | $4,221-75.4% | $3,653-71.6% | $4,762-78.2% |
| Participant deferral / active EE | $3,316 | $4,845-31.6% | $4,236-21.7% | $5,850-43.3% |
| Admin fee / account holder | $10 | $7,079-99.9% | $5,794-99.8% | $11,596-99.9% |