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 | $6,555 | $226,064-97.1% | $182,532-96.4% | $152,861-95.7% |
| Participation rate | 64.7% | 82.5%-17.7pp | 78.0%-13.3pp | 82.4%-17.7pp |
| Annual return | 32.07% | 192.51%-160.4pp | 148.54%-116.5pp | 345.32%-313.3pp |
| Employer contribution / active EE | $706 | $4,978-85.8% | $4,076-82.7% | $4,762-85.2% |
| Participant deferral / active EE | $1,847 | $6,368-71.0% | $5,524-66.6% | $5,850-68.4% |
| Admin fee / account holder | $144 | $10,703-98.7% | $8,592-98.3% | $11,596-98.8% |