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 | $7,951 | $202,318-96.1% | $172,739-95.4% | $152,861-94.8% |
| Participation rate | 63.6% | 87.1%-23.4pp | 82.6%-19.0pp | 82.4%-18.8pp |
| Annual return | 46.54% | 1029.65%-983.1pp | 802.84%-756.3pp | 345.32%-298.8pp |
| Employer contribution / active EE | $1,339 | $5,856-77.1% | $5,143-74.0% | $4,762-71.9% |
| Participant deferral / active EE | $2,249 | $5,948-62.2% | $5,198-56.7% | $5,850-61.6% |
| Admin fee / account holder | $0 | $17,109-100.0% | $13,954-100.0% | $11,596-100.0% |