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 | $7,497 | $100,852-92.6% | $90,404-91.7% | $158,922-95.3% |
| Participation rate | 46.7% | 75.0%-28.4pp | 72.7%-26.0pp | 82.0%-35.3pp |
| Annual return | 37.31% | 1724.20%-1686.9pp | 1293.02%-1255.7pp | 302.83%-265.5pp |
| Employer contribution / active EE | $806 | $3,689-78.2% | $3,262-75.3% | $4,761-83.1% |
| Participant deferral / active EE | $1,507 | $4,348-65.3% | $3,963-62.0% | $5,982-74.8% |
| Admin fee / account holder | $159 | $6,501-97.6% | $5,611-97.2% | $11,246-98.6% |