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 6-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 | $8,960 | $65,041-86.2% | $90,951-90.1% | $79,858-88.8% |
| Participation rate | 39.4% | 61.6%-22.2pp | 69.0%-29.6pp | 69.6%-30.2pp |
| Annual return | 312.54% | 30.45%+282.1pp | 134.60%+177.9pp | 31.71%+280.8pp |
| Employer contribution / active EE | $906 | $1,247-27.4% | $2,122-57.3% | $2,471-63.3% |
| Participant deferral / active EE | $2,046 | $2,512-18.6% | $3,373-39.3% | $3,740-45.3% |
| Admin fee / account holder | $170 | $4,536-96.2% | $5,959-97.1% | $5,306-96.8% |