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 | $4,799 | $202,318-97.6% | $172,739-97.2% | $152,861-96.9% |
| Participation rate | 60.0% | 87.1%-27.1pp | 82.6%-22.6pp | 82.4%-22.4pp |
| Annual return | 357.98% | 1029.65%-671.7pp | 802.84%-444.9pp | 345.32%+12.7pp |
| Employer contribution / active EE | $1,275 | $5,856-78.2% | $5,143-75.2% | $4,762-73.2% |
| Participant deferral / active EE | $2,762 | $5,948-53.6% | $5,198-46.9% | $5,850-52.8% |
| Admin fee / account holder | $155 | $17,109-99.1% | $13,954-98.9% | $11,596-98.7% |