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 | $8,106 | $65,365-87.6% | $92,893-91.3% | $72,985-88.9% |
| Participation rate | 40.0% | 68.3%-28.3pp | 76.0%-36.0pp | 69.5%-29.5pp |
| Annual return | 74.10% | 42.10%+32.0pp | 109.41%-35.3pp | 81.00%-6.9pp |
| Employer contribution / active EE | $966 | $2,594-62.8% | $3,653-73.6% | $2,440-60.4% |
| Participant deferral / active EE | $1,954 | $3,128-37.6% | $4,236-53.9% | $3,607-45.8% |
| Admin fee / account holder | $0 | $4,251-100.0% | $5,794-100.0% | $5,124-100.0% |