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 | $14,853 | $102,317-85.5% | $146,958-89.9% | $80,856-81.6% |
| Participation rate | 65.7% | 75.8%-10.1pp | 82.2%-16.4pp | 67.6%-1.9pp |
| Annual return | 44.61% | 134.76%-90.2pp | 418.34%-373.7pp | 35.59%+9.0pp |
| Employer contribution / active EE | $1,511 | $3,713-59.3% | $4,933-69.4% | $2,755-45.1% |
| Participant deferral / active EE | $5,488 | $6,644-17.4% | $8,070-32.0% | $4,296+27.8% |
| Admin fee / account holder | $5 | $7,941-99.9% | $12,998-100.0% | $6,918-99.9% |