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 6-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 | $7,987 | $91,552-91.3% | $133,956-94.0% | $79,858-90.0% |
| Participation rate | 52.6% | 73.3%-20.7pp | 79.8%-27.2pp | 69.6%-17.0pp |
| Annual return | 116.61% | 61.85%+54.8pp | 45.09%+71.5pp | 31.71%+84.9pp |
| Employer contribution / active EE | $1,278 | $2,384-46.4% | $3,919-67.4% | $2,471-48.3% |
| Participant deferral / active EE | $2,545 | $3,733-31.8% | $5,048-49.6% | $3,740-32.0% |
| Admin fee / account holder | $0 | $6,321-100.0% | $8,927-100.0% | $5,306-100.0% |