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 | $6,903 | $76,000-90.9% | $154,107-95.5% | $64,186-89.2% |
| Participation rate | 40.7% | 70.4%-29.8pp | 83.0%-42.4pp | 69.6%-28.9pp |
| Annual return | 50.31% | 30.32%+20.0pp | 735.12%-684.8pp | 7.63%+42.7pp |
| Employer contribution / active EE | $720 | $3,351-78.5% | $5,298-86.4% | $2,381-69.7% |
| Participant deferral / active EE | $1,533 | $3,175-51.7% | $5,081-69.8% | $3,470-55.8% |
| Admin fee / account holder | $5 | $5,596-99.9% | $13,411-100.0% | $4,888-99.9% |