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 | $10,615 | $55,453-80.9% | $170,442-93.8% | $62,292-83.0% |
| Participation rate | 33.1% | 66.4%-33.3pp | 83.6%-50.5pp | 69.5%-36.4pp |
| Annual return | 77.10% | 21.38%+55.7pp | 205.93%-128.8pp | 28.90%+48.2pp |
| Employer contribution / active EE | $885 | $2,164-59.1% | $5,433-83.7% | $2,042-56.7% |
| Participant deferral / active EE | $1,249 | $2,303-45.8% | $4,939-74.7% | $3,169-60.6% |
| Admin fee / account holder | $20 | $455-95.7% | $13,880-99.9% | $479-95.9% |