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 | $7,296 | $73,515-90.1% | $62,995-88.4% | $147,584-95.1% |
| Participation rate | 53.3% | 77.9%-24.5pp | 74.8%-21.5pp | 82.8%-29.5pp |
| Annual return | 28.86% | 175.43%-146.6pp | 87.57%-58.7pp | 578.55%-549.7pp |
| Employer contribution / active EE | $976 | $3,320-70.6% | $2,759-64.6% | $4,876-80.0% |
| Participant deferral / active EE | $1,308 | $4,185-68.8% | $3,329-60.7% | $5,439-76.0% |
| Admin fee / account holder | $166 | $5,953-97.2% | $3,600-95.4% | $10,885-98.5% |