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 3-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 | $852 | $70,606-98.8% | $53,898-98.4% | $142,382-99.4% |
| Participation rate | 62.5% | 63.7%-1.2pp | 55.0%+7.5pp | 80.1%-17.6pp |
| Annual return | 17.67% | 619.81%-602.1pp | 528.60%-510.9pp | 217.08%-199.4pp |
| Employer contribution / active EE | $253 | $1,202-79.0% | $932-72.9% | $4,299-94.1% |
| Participant deferral / active EE | $287 | $2,364-87.9% | $1,826-84.3% | $6,507-95.6% |
| Admin fee / account holder | $36 | $2,852-98.7% | $2,491-98.6% | $12,624-99.7% |