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 | $5,514 | $109,327-95.0% | $89,391-93.8% | $158,922-96.5% |
| Participation rate | 50.0% | 74.3%-24.3pp | 68.0%-18.0pp | 82.0%-32.0pp |
| Annual return | 79.96% | 345.68%-265.7pp | 245.62%-165.7pp | 302.83%-222.9pp |
| Employer contribution / active EE | $1,241 | $3,170-60.9% | $2,586-52.0% | $4,761-73.9% |
| Participant deferral / active EE | $1,431 | $4,598-68.9% | $3,890-63.2% | $5,982-76.1% |
| Admin fee / account holder | $6 | $6,153-99.9% | $4,881-99.9% | $11,246-99.9% |