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 7-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 | $6,606 | $109,327-94.0% | $89,391-92.6% | $158,922-95.8% |
| Participation rate | 42.9% | 74.3%-31.4pp | 68.0%-25.1pp | 82.0%-39.1pp |
| Annual return | 70.89% | 345.68%-274.8pp | 245.62%-174.7pp | 302.83%-231.9pp |
| Employer contribution / active EE | $740 | $3,170-76.7% | $2,586-71.4% | $4,761-84.5% |
| Participant deferral / active EE | $2,050 | $4,598-55.4% | $3,890-47.3% | $5,982-65.7% |
| Admin fee / account holder | $17 | $6,153-99.7% | $4,881-99.6% | $11,246-99.8% |