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 4-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 | $10,205 | $102,604-90.1% | $86,188-88.2% | $139,434-92.7% |
| Participation rate | 68.2% | 74.5%-6.3pp | 69.0%-0.8pp | 80.3%-12.1pp |
| Annual return | 163.48% | 1922.51%-1759.0pp | 1168.45%-1005.0pp | 372.94%-209.5pp |
| Employer contribution / active EE | $955 | $3,032-68.5% | $2,380-59.9% | $4,751-79.9% |
| Participant deferral / active EE | $1,822 | $4,676-61.0% | $3,985-54.3% | $6,710-72.8% |
| Admin fee / account holder | $43 | $8,657-99.5% | $6,852-99.4% | $11,403-99.6% |