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 8-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 | $4,539 | $226,064-98.0% | $182,532-97.5% | $152,861-97.0% |
| Participation rate | 58.3% | 82.5%-24.1pp | 78.0%-19.6pp | 82.4%-24.1pp |
| Annual return | 26.55% | 192.51%-166.0pp | 148.54%-122.0pp | 345.32%-318.8pp |
| Employer contribution / active EE | $806 | $4,978-83.8% | $4,076-80.2% | $4,762-83.1% |
| Participant deferral / active EE | $1,405 | $6,368-77.9% | $5,524-74.6% | $5,850-76.0% |
| Admin fee / account holder | $40 | $10,703-99.6% | $8,592-99.5% | $11,596-99.7% |