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 6-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 | $14,209 | $118,849-88.0% | $96,562-85.3% | $167,490-91.5% |
| Participation rate | 66.7% | 75.5%-8.8pp | 69.8%-3.1pp | 82.1%-15.4pp |
| Annual return | 258.92% | 50.49%+208.4pp | 37.78%+221.1pp | 478.56%-219.6pp |
| Employer contribution / active EE | $7,540 | $3,120+141.7% | $2,356+219.9% | $4,837+55.9% |
| Participant deferral / active EE | $3,192 | $4,616-30.8% | $3,849-17.1% | $6,341-49.7% |
| Admin fee / account holder | $0 | $8,065-100.0% | $6,181-100.0% | $12,309-100.0% |