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 | $15,641 | $98,750-84.2% | $149,696-89.6% | $79,858-80.4% |
| Participation rate | 50.9% | 75.8%-24.9pp | 82.5%-31.6pp | 69.6%-18.7pp |
| Annual return | 155.46% | 27.43%+128.0pp | 276.60%-121.1pp | 31.71%+123.7pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $4,644-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $5,690 | $5,680+0.2% | $6,842-16.8% | $3,740+52.1% |
| Admin fee / account holder | $134 | $6,053-97.8% | $9,309-98.6% | $5,306-97.5% |