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 | $7,863 | $226,064-96.5% | $182,532-95.7% | $152,861-94.9% |
| Participation rate | 50.0% | 82.5%-32.5pp | 78.0%-28.0pp | 82.4%-32.4pp |
| Annual return | 38.51% | 192.51%-154.0pp | 148.54%-110.0pp | 345.32%-306.8pp |
| Employer contribution / active EE | $699 | $4,978-86.0% | $4,076-82.9% | $4,762-85.3% |
| Participant deferral / active EE | $1,952 | $6,368-69.4% | $5,524-64.7% | $5,850-66.6% |
| Admin fee / account holder | $20 | $10,703-99.8% | $8,592-99.8% | $11,596-99.8% |