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 3-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 | $7,458 | $111,724-93.3% | $93,606-92.0% | $145,922-94.9% |
| Participation rate | 52.2% | 74.2%-22.0pp | 68.7%-16.5pp | 80.3%-28.1pp |
| Annual return | 24.65% | 202.98%-178.3pp | 133.20%-108.5pp | 561.29%-536.6pp |
| Employer contribution / active EE | $1,132 | $3,090-63.4% | $2,420-53.2% | $4,660-75.7% |
| Participant deferral / active EE | $1,649 | $4,912-66.4% | $4,411-62.6% | $6,688-75.3% |
| Admin fee / account holder | $18 | $10,250-99.8% | $8,285-99.8% | $13,397-99.9% |