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 | $11,131 | $228,332-95.1% | $185,823-94.0% | $158,922-93.0% |
| Participation rate | 62.5% | 82.3%-19.8pp | 78.0%-15.5pp | 82.0%-19.5pp |
| Annual return | 25.38% | 40.80%-15.4pp | 35.95%-10.6pp | 302.83%-277.4pp |
| Employer contribution / active EE | $984 | $4,967-80.2% | $4,087-75.9% | $4,761-79.3% |
| Participant deferral / active EE | $1,671 | $6,415-74.0% | $5,632-70.3% | $5,982-72.1% |
| Admin fee / account holder | $5 | $11,864-100.0% | $9,500-100.0% | $11,246-100.0% |