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 | $5,735 | $105,931-94.6% | $81,930-93.0% | $158,922-96.4% |
| Participation rate | 62.5% | 75.6%-13.1pp | 72.0%-9.5pp | 82.0%-19.5pp |
| Annual return | 52.97% | 38.17%+14.8pp | 29.49%+23.5pp | 302.83%-249.9pp |
| Employer contribution / active EE | $790 | $7,800-89.9% | $4,310-81.7% | $4,761-83.4% |
| Participant deferral / active EE | $1,341 | $13,003-89.7% | $7,107-81.1% | $5,982-77.6% |
| Admin fee / account holder | $48 | $8,489-99.4% | $5,158-99.1% | $11,246-99.6% |