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 | $6,655 | $109,327-93.9% | $89,391-92.6% | $158,922-95.8% |
| Participation rate | 40.0% | 74.3%-34.3pp | 68.0%-28.0pp | 82.0%-42.0pp |
| Annual return | 797.94% | 345.68%+452.3pp | 245.62%+552.3pp | 302.83%+495.1pp |
| Employer contribution / active EE | $2,513 | $3,170-20.7% | $2,586-2.8% | $4,761-47.2% |
| Participant deferral / active EE | $3,943 | $4,598-14.2% | $3,890+1.4% | $5,982-34.1% |
| Admin fee / account holder | $10 | $6,153-99.8% | $4,881-99.8% | $11,246-99.9% |