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 | $5,997 | $72,492-91.7% | $87,100-93.1% | $72,985-91.8% |
| Participation rate | 68.5% | 72.8%-4.3pp | 76.9%-8.4pp | 69.5%-1.0pp |
| Annual return | 183.13% | 24.46%+158.7pp | 28.19%+154.9pp | 81.00%+102.1pp |
| Employer contribution / active EE | $986 | $1,894-47.9% | $2,521-60.9% | $2,440-59.6% |
| Participant deferral / active EE | $2,165 | $3,270-33.8% | $4,049-46.5% | $3,607-40.0% |
| Admin fee / account holder | $36 | $5,055-99.3% | $7,497-99.5% | $5,124-99.3% |