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 | $13,241 | $117,381-88.7% | $99,443-86.7% | $152,861-91.3% |
| Participation rate | 50.0% | 77.5%-27.5pp | 73.8%-23.8pp | 82.4%-32.4pp |
| Annual return | 29.55% | 31.87%-2.3pp | 30.72%-1.2pp | 345.32%-315.8pp |
| Employer contribution / active EE | $205 | $3,013-93.2% | $2,540-91.9% | $4,762-95.7% |
| Participant deferral / active EE | $3,853 | $4,086-5.7% | $3,619+6.5% | $5,850-34.1% |
| Admin fee / account holder | $0 | $7,631-100.0% | $6,250-100.0% | $11,596-100.0% |