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 8-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 | $14,539 | $112,096-87.0% | $95,952-84.8% | $158,922-90.9% |
| Participation rate | 62.5% | 79.0%-16.5pp | 77.1%-14.6pp | 82.0%-19.5pp |
| Annual return | 14.82% | 171.09%-156.3pp | 91.61%-76.8pp | 302.83%-288.0pp |
| Employer contribution / active EE | $893 | $3,198-72.1% | $2,541-64.9% | $4,761-81.2% |
| Participant deferral / active EE | $4,119 | $4,784-13.9% | $4,167-1.2% | $5,982-31.1% |
| Admin fee / account holder | $148 | $10,130-98.5% | $6,795-97.8% | $11,246-98.7% |