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 9-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 | $5,882 | $144,119-95.9% | $117,854-95.0% | $147,584-96.0% |
| Participation rate | 68.8% | 83.4%-14.7pp | 79.7%-10.9pp | 82.8%-14.1pp |
| Annual return | 37.18% | 531.15%-494.0pp | 335.08%-297.9pp | 578.55%-541.4pp |
| Employer contribution / active EE | $952 | $4,896-80.6% | $3,786-74.9% | $4,876-80.5% |
| Participant deferral / active EE | $1,684 | $5,316-68.3% | $4,482-62.4% | $5,439-69.0% |
| Admin fee / account holder | $204 | $10,886-98.1% | $8,020-97.5% | $10,885-98.1% |