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 3-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 | $8,378 | $77,899-89.2% | $149,673-94.4% | $75,163-88.9% |
| Participation rate | 36.2% | 65.6%-29.4pp | 78.8%-42.6pp | 67.2%-31.0pp |
| Annual return | 42.18% | 31.72%+10.5pp | 134.42%-92.2pp | 160.62%-118.4pp |
| Employer contribution / active EE | $547 | $3,137-82.6% | $4,818-88.7% | $2,670-79.5% |
| Participant deferral / active EE | $1,313 | $3,411-61.5% | $5,680-76.9% | $4,125-68.2% |
| Admin fee / account holder | $0 | $5,956-100.0% | $13,210-100.0% | $5,651-100.0% |