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 | $5,889 | $100,852-94.2% | $90,404-93.5% | $158,922-96.3% |
| Participation rate | 35.7% | 75.0%-39.3pp | 72.7%-37.0pp | 82.0%-46.2pp |
| Annual return | 128.85% | 1724.20%-1595.4pp | 1293.02%-1164.2pp | 302.83%-174.0pp |
| Employer contribution / active EE | $466 | $3,689-87.4% | $3,262-85.7% | $4,761-90.2% |
| Participant deferral / active EE | $1,296 | $4,348-70.2% | $3,963-67.3% | $5,982-78.3% |
| Admin fee / account holder | $59 | $6,501-99.1% | $5,611-99.0% | $11,246-99.5% |