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 | $11,970 | $85,766-86.0% | $136,294-91.2% | $70,131-82.9% |
| Participation rate | 58.1% | 74.2%-16.1pp | 81.9%-23.9pp | 69.5%-11.5pp |
| Annual return | 28.55% | 31.45%-2.9pp | 5155.94%-5127.4pp | 73.14%-44.6pp |
| Employer contribution / active EE | $1,447 | $2,966-51.2% | $4,695-69.2% | $2,342-38.2% |
| Participant deferral / active EE | $2,796 | $5,051-44.7% | $6,247-55.2% | $3,332-16.1% |
| Admin fee / account holder | $0 | $5,420-100.0% | $9,243-100.0% | $4,645-100.0% |