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 | $800 | $103,949-99.2% | $69,182-98.8% | $273,961-99.7% |
| Participation rate | 40.0% | 67.4%-27.4pp | 55.1%-15.1pp | 83.0%-43.0pp |
| Annual return | 122.89% | 35.28%+87.6pp | -21.93%+144.8pp | 41.45%+81.4pp |
| Employer contribution / active EE | $130 | $1,783-92.7% | $1,206-89.2% | $4,869-97.3% |
| Participant deferral / active EE | $260 | $2,716-90.4% | $1,897-86.3% | $5,287-95.1% |
| Admin fee / account holder | $0 | $3,671-100.0% | $2,697-100.0% | $10,132-100.0% |