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 | $15,765 | $228,332-93.1% | $185,823-91.5% | $158,922-90.1% |
| Participation rate | 62.5% | 82.3%-19.8pp | 78.0%-15.5pp | 82.0%-19.5pp |
| Annual return | 27.33% | 40.80%-13.5pp | 35.95%-8.6pp | 302.83%-275.5pp |
| Employer contribution / active EE | $1,561 | $4,967-68.6% | $4,087-61.8% | $4,761-67.2% |
| Participant deferral / active EE | $3,413 | $6,415-46.8% | $5,632-39.4% | $5,982-42.9% |
| Admin fee / account holder | $20 | $11,864-99.8% | $9,500-99.8% | $11,246-99.8% |