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 | $6,955 | $73,515-90.5% | $62,995-89.0% | $147,584-95.3% |
| Participation rate | 27.3% | 77.9%-50.6pp | 74.8%-47.5pp | 82.8%-55.6pp |
| Annual return | 24.41% | 175.43%-151.0pp | 87.57%-63.2pp | 578.55%-554.1pp |
| Employer contribution / active EE | $0 | $3,320-100.0% | $2,759-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,194 | $4,185-71.5% | $3,329-64.1% | $5,439-78.0% |
| Admin fee / account holder | $0 | $5,953-100.0% | $3,600-100.0% | $10,885-100.0% |