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 8-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 | $4,366 | $34,308-87.3% | $74,701-94.2% | $72,985-94.0% |
| Participation rate | 63.8% | 42.4%+21.4pp | 54.5%+9.3pp | 69.5%-5.7pp |
| Annual return | 33.21% | 26.58%+6.6pp | 752.92%-719.7pp | 81.00%-47.8pp |
| Employer contribution / active EE | $699 | $692+1.0% | $1,084-35.5% | $2,440-71.4% |
| Participant deferral / active EE | $776 | $1,271-39.0% | $1,964-60.5% | $3,607-78.5% |
| Admin fee / account holder | $111 | $2,124-94.8% | $3,333-96.7% | $5,124-97.8% |