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 | $3,937 | $99,652-96.0% | $78,778-95.0% | $147,584-97.3% |
| Participation rate | 66.7% | 76.2%-9.6pp | 69.2%-2.5pp | 82.8%-16.2pp |
| Annual return | 74.90% | 47.28%+27.6pp | 35.62%+39.3pp | 578.55%-503.6pp |
| Employer contribution / active EE | $1,249 | $2,796-55.3% | $1,986-37.1% | $4,876-74.4% |
| Participant deferral / active EE | $1,773 | $3,664-51.6% | $2,958-40.1% | $5,439-67.4% |
| Admin fee / account holder | $8 | $7,155-99.9% | $5,134-99.9% | $10,885-99.9% |