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 4-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 | $9,435 | $105,630-91.1% | $87,507-89.2% | $273,961-96.6% |
| Participation rate | 22.7% | 78.2%-55.5pp | 73.8%-51.1pp | 83.0%-60.3pp |
| Annual return | 19.56% | 12.25%+7.3pp | 12.21%+7.4pp | 41.45%-21.9pp |
| Employer contribution / active EE | $464 | $3,141-85.2% | $2,550-81.8% | $4,869-90.5% |
| Participant deferral / active EE | $646 | $3,601-82.1% | $3,149-79.5% | $5,287-87.8% |
| Admin fee / account holder | $0 | $4,781-100.0% | $4,221-100.0% | $10,132-100.0% |