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 6-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 | $23,609 | $105,181-77.6% | $159,436-85.2% | $85,850-72.5% |
| Participation rate | 63.3% | 75.8%-12.4pp | 82.8%-19.5pp | 69.3%-6.0pp |
| Annual return | 78.28% | 45.07%+33.2pp | 263.57%-185.3pp | 318.53%-240.2pp |
| Employer contribution / active EE | $0 | $3,318-100.0% | $4,829-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $7,027 | $5,945+18.2% | $7,352-4.4% | $3,952+77.8% |
| Admin fee / account holder | $194 | $6,933-97.2% | $10,799-98.2% | $6,260-96.9% |