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 | $8,816 | $108,642-91.9% | $74,701-88.2% | $152,861-94.2% |
| Participation rate | 42.9% | 65.3%-22.5pp | 54.5%-11.6pp | 82.4%-39.6pp |
| Annual return | 28.90% | 114.06%-85.2pp | 752.92%-724.0pp | 345.32%-316.4pp |
| Employer contribution / active EE | $742 | $1,503-50.6% | $1,084-31.5% | $4,762-84.4% |
| Participant deferral / active EE | $1,545 | $2,712-43.0% | $1,964-21.3% | $5,850-73.6% |
| Admin fee / account holder | $26 | $4,902-99.5% | $3,333-99.2% | $11,596-99.8% |