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 | $8,321 | $105,931-92.1% | $81,930-89.8% | $158,922-94.8% |
| Participation rate | 50.0% | 75.6%-25.6pp | 72.0%-22.0pp | 82.0%-32.0pp |
| Annual return | 44.61% | 38.17%+6.4pp | 29.49%+15.1pp | 302.83%-258.2pp |
| Employer contribution / active EE | $1,780 | $7,800-77.2% | $4,310-58.7% | $4,761-62.6% |
| Participant deferral / active EE | $1,780 | $13,003-86.3% | $7,107-75.0% | $5,982-70.3% |
| Admin fee / account holder | $26 | $8,489-99.7% | $5,158-99.5% | $11,246-99.8% |