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 | $19,582 | $85,766-77.2% | $136,294-85.6% | $70,131-72.1% |
| Participation rate | 47.8% | 74.2%-26.3pp | 81.9%-34.1pp | 69.5%-21.7pp |
| Annual return | 525.65% | 31.45%+494.2pp | 5155.94%-4630.3pp | 73.14%+452.5pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,695-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $5,674 | $5,051+12.3% | $6,247-9.2% | $3,332+70.3% |
| Admin fee / account holder | $68 | $5,420-98.7% | $9,243-99.3% | $4,645-98.5% |