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 | $14,983 | $228,332-93.4% | $185,823-91.9% | $158,922-90.6% |
| Participation rate | 30.0% | 82.3%-52.3pp | 78.0%-48.0pp | 82.0%-52.0pp |
| Annual return | 83.30% | 40.80%+42.5pp | 35.95%+47.3pp | 302.83%-219.5pp |
| Employer contribution / active EE | $1,322 | $4,967-73.4% | $4,087-67.6% | $4,761-72.2% |
| Participant deferral / active EE | $2,886 | $6,415-55.0% | $5,632-48.7% | $5,982-51.7% |
| Admin fee / account holder | $50 | $11,864-99.6% | $9,500-99.5% | $11,246-99.6% |