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 | $2,596 | $108,172-97.6% | $77,482-96.6% | $158,922-98.4% |
| Participation rate | 38.9% | 64.4%-25.5pp | 54.2%-15.3pp | 82.0%-43.1pp |
| Annual return | 20.12% | 31.67%-11.6pp | 54.79%-34.7pp | 302.83%-282.7pp |
| Employer contribution / active EE | $123 | $1,325-90.7% | $986-87.6% | $4,761-97.4% |
| Participant deferral / active EE | $491 | $2,456-80.0% | $1,861-73.6% | $5,982-91.8% |
| Admin fee / account holder | $103 | $3,708-97.2% | $2,858-96.4% | $11,246-99.1% |