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 | $5,666 | $217,402-97.4% | $185,823-97.0% | $167,490-96.6% |
| Participation rate | 60.0% | 86.0%-26.0pp | 81.7%-21.7pp | 82.1%-22.1pp |
| Annual return | 24.29% | 148.36%-124.1pp | 122.05%-97.8pp | 478.56%-454.3pp |
| Employer contribution / active EE | $1,768 | $5,873-69.9% | $5,167-65.8% | $4,837-63.5% |
| Participant deferral / active EE | $2,688 | $6,356-57.7% | $5,568-51.7% | $6,341-57.6% |
| Admin fee / account holder | $9 | $19,811-100.0% | $16,237-99.9% | $12,309-99.9% |