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 | $7,490 | $108,642-93.1% | $74,701-90.0% | $152,861-95.1% |
| Participation rate | 52.6% | 65.3%-12.7pp | 54.5%-1.8pp | 82.4%-29.8pp |
| Annual return | 33.72% | 114.06%-80.3pp | 752.92%-719.2pp | 345.32%-311.6pp |
| Employer contribution / active EE | $845 | $1,503-43.8% | $1,084-22.0% | $4,762-82.3% |
| Participant deferral / active EE | $2,471 | $2,712-8.9% | $1,964+25.9% | $5,850-57.8% |
| Admin fee / account holder | $0 | $4,902-100.0% | $3,333-100.0% | $11,596-100.0% |