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 9-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 | $4,441 | $102,966-95.7% | $90,281-95.1% | $152,861-97.1% |
| Participation rate | 68.4% | 75.9%-7.4pp | 73.3%-4.8pp | 82.4%-14.0pp |
| Annual return | 25.26% | 95.16%-69.9pp | 78.10%-52.8pp | 345.32%-320.1pp |
| Employer contribution / active EE | $712 | $3,139-77.3% | $2,854-75.0% | $4,762-85.0% |
| Participant deferral / active EE | $1,662 | $4,281-61.2% | $3,885-57.2% | $5,850-71.6% |
| Admin fee / account holder | $39 | $6,171-99.4% | $5,351-99.3% | $11,596-99.7% |