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 | $7,519 | $76,000-90.1% | $154,107-95.1% | $64,186-88.3% |
| Participation rate | 55.4% | 70.4%-15.0pp | 83.0%-27.6pp | 69.6%-14.2pp |
| Annual return | 526.39% | 30.32%+496.1pp | 735.12%-208.7pp | 7.63%+518.8pp |
| Employer contribution / active EE | $859 | $3,351-74.4% | $5,298-83.8% | $2,381-63.9% |
| Participant deferral / active EE | $1,475 | $3,175-53.6% | $5,081-71.0% | $3,470-57.5% |
| Admin fee / account holder | $128 | $5,596-97.7% | $13,411-99.0% | $4,888-97.4% |