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 10-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 | $5,514 | $108,642-94.9% | $74,701-92.6% | $152,861-96.4% |
| Participation rate | 27.3% | 65.3%-38.1pp | 54.5%-27.2pp | 82.4%-55.2pp |
| Annual return | 20.56% | 114.06%-93.5pp | 752.92%-732.4pp | 345.32%-324.8pp |
| Employer contribution / active EE | $178 | $1,503-88.2% | $1,084-83.6% | $4,762-96.3% |
| Participant deferral / active EE | $175 | $2,712-93.6% | $1,964-91.1% | $5,850-97.0% |
| Admin fee / account holder | $0 | $4,902-100.0% | $3,333-100.0% | $11,596-100.0% |