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 5-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 | $17,498 | $54,701-68.0% | $86,188-79.7% | $71,457-75.5% |
| Participation rate | 39.7% | 60.1%-20.4pp | 69.0%-29.3pp | 67.9%-28.2pp |
| Annual return | 35.93% | 20.06%+15.9pp | 1168.45%-1132.5pp | 28.85%+7.1pp |
| Employer contribution / active EE | $944 | $1,265-25.4% | $2,380-60.3% | $2,588-63.5% |
| Participant deferral / active EE | $1,575 | $3,108-49.3% | $3,985-60.5% | $4,289-63.3% |
| Admin fee / account holder | $263 | $1,922-86.3% | $6,852-96.2% | $1,587-83.4% |