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 9-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 | $10,330 | $107,934-90.4% | $91,989-88.8% | $152,861-93.2% |
| Participation rate | 54.2% | 81.2%-27.0pp | 78.6%-24.5pp | 82.4%-28.3pp |
| Annual return | 51.08% | 89.24%-38.2pp | 69.02%-17.9pp | 345.32%-294.2pp |
| Employer contribution / active EE | $588 | $4,210-86.0% | $3,452-83.0% | $4,762-87.7% |
| Participant deferral / active EE | $2,109 | $6,364-66.9% | $5,923-64.4% | $5,850-64.0% |
| Admin fee / account holder | $99 | $10,520-99.1% | $7,743-98.7% | $11,596-99.1% |