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 | $7,178 | $136,179-94.7% | $98,755-92.7% | $167,490-95.7% |
| Participation rate | 68.4% | 70.2%-1.8pp | 65.7%+2.7pp | 82.1%-13.7pp |
| Annual return | 12.45% | 67.53%-55.1pp | 49.91%-37.5pp | 478.56%-466.1pp |
| Employer contribution / active EE | $1,013 | $2,631-61.5% | $2,067-51.0% | $4,837-79.1% |
| Participant deferral / active EE | $1,896 | $3,716-49.0% | $3,035-37.5% | $6,341-70.1% |
| Admin fee / account holder | $40 | $5,031-99.2% | $4,076-99.0% | $12,309-99.7% |