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 3-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 | $7,629 | $49,922-84.7% | $80,569-90.5% | $75,163-89.9% |
| Participation rate | 32.0% | 55.3%-23.3pp | 67.0%-35.0pp | 67.2%-35.2pp |
| Annual return | 34.57% | 34.69%-0.1pp | 935.43%-900.9pp | 160.62%-126.1pp |
| Employer contribution / active EE | $855 | $1,698-49.6% | $2,723-68.6% | $2,670-68.0% |
| Participant deferral / active EE | $1,067 | $2,990-64.3% | $4,447-76.0% | $4,125-74.1% |
| Admin fee / account holder | $268 | $3,577-92.5% | $5,377-95.0% | $5,651-95.3% |