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 | $9,287 | $112,096-91.7% | $95,952-90.3% | $158,922-94.2% |
| Participation rate | 50.0% | 79.0%-29.0pp | 77.1%-27.1pp | 82.0%-32.0pp |
| Annual return | 64.45% | 171.09%-106.6pp | 91.61%-27.2pp | 302.83%-238.4pp |
| Employer contribution / active EE | $1,521 | $3,198-52.5% | $2,541-40.2% | $4,761-68.1% |
| Participant deferral / active EE | $3,088 | $4,784-35.5% | $4,167-25.9% | $5,982-48.4% |
| Admin fee / account holder | $24 | $10,130-99.8% | $6,795-99.6% | $11,246-99.8% |