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 9-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 | $8,028 | $107,015-92.5% | $73,545-89.1% | $147,584-94.6% |
| Participation rate | 47.1% | 66.4%-19.3pp | 54.9%-7.9pp | 82.8%-35.8pp |
| Annual return | 51.24% | 38.25%+13.0pp | -15.16%+66.4pp | 578.55%-527.3pp |
| Employer contribution / active EE | $584 | $1,760-66.8% | $1,219-52.1% | $4,876-88.0% |
| Participant deferral / active EE | $2,367 | $2,462-3.9% | $1,806+31.1% | $5,439-56.5% |
| Admin fee / account holder | $0 | $3,055-100.0% | $2,320-100.0% | $10,885-100.0% |