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 | $10,565 | $107,334-90.2% | $92,893-88.6% | $152,861-93.1% |
| Participation rate | 58.8% | 79.8%-21.0pp | 76.0%-17.2pp | 82.4%-23.6pp |
| Annual return | 61.03% | 145.58%-84.5pp | 109.41%-48.4pp | 345.32%-284.3pp |
| Employer contribution / active EE | $1,861 | $4,221-55.9% | $3,653-49.0% | $4,762-60.9% |
| Participant deferral / active EE | $3,071 | $4,845-36.6% | $4,236-27.5% | $5,850-47.5% |
| Admin fee / account holder | $0 | $7,079-100.0% | $5,794-100.0% | $11,596-100.0% |