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 10-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 | $13,320 | $99,652-86.6% | $78,778-83.1% | $147,584-91.0% |
| Participation rate | 40.0% | 76.2%-36.2pp | 69.2%-29.2pp | 82.8%-42.8pp |
| Annual return | 24.21% | 47.28%-23.1pp | 35.62%-11.4pp | 578.55%-554.3pp |
| Employer contribution / active EE | $659 | $2,796-76.4% | $1,986-66.8% | $4,876-86.5% |
| Participant deferral / active EE | $1,648 | $3,664-55.0% | $2,958-44.3% | $5,439-69.7% |
| Admin fee / account holder | $0 | $7,155-100.0% | $5,134-100.0% | $10,885-100.0% |