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 | $14,905 | $89,355-83.3% | $141,162-89.4% | $72,985-79.6% |
| Participation rate | 41.8% | 75.1%-33.3pp | 82.5%-40.7pp | 69.5%-27.7pp |
| Annual return | 571.52% | 111.85%+459.7pp | 71.39%+500.1pp | 81.00%+490.5pp |
| Employer contribution / active EE | $1,922 | $3,114-38.3% | $4,735-59.4% | $2,440-21.2% |
| Participant deferral / active EE | $2,964 | $5,418-45.3% | $6,709-55.8% | $3,607-17.8% |
| Admin fee / account holder | $76 | $5,958-98.7% | $10,261-99.3% | $5,124-98.5% |