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 7-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 | $9,900 | $91,190-89.1% | $178,490-94.5% | $79,858-87.6% |
| Participation rate | 51.9% | 69.2%-17.3pp | 81.9%-30.1pp | 69.6%-17.8pp |
| Annual return | 37.84% | 24.19%+13.6pp | 151.07%-113.2pp | 31.71%+6.1pp |
| Employer contribution / active EE | $1,216 | $3,256-62.7% | $5,011-75.7% | $2,471-50.8% |
| Participant deferral / active EE | $2,402 | $3,236-25.8% | $5,202-53.8% | $3,740-35.8% |
| Admin fee / account holder | $17 | $6,751-99.7% | $13,984-99.9% | $5,306-99.7% |