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 | $2,106 | $108,172-98.1% | $77,482-97.3% | $158,922-98.7% |
| Participation rate | 66.7% | 64.4%+2.2pp | 54.2%+12.5pp | 82.0%-15.3pp |
| Annual return | 82.68% | 31.67%+51.0pp | 54.79%+27.9pp | 302.83%-220.1pp |
| Employer contribution / active EE | $586 | $1,325-55.7% | $986-40.6% | $4,761-87.7% |
| Participant deferral / active EE | $869 | $2,456-64.6% | $1,861-53.3% | $5,982-85.5% |
| Admin fee / account holder | $0 | $3,708-100.0% | $2,858-100.0% | $11,246-100.0% |