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 | $6,946 | $99,341-93.0% | $84,750-91.8% | $273,961-97.5% |
| Participation rate | 16.7% | 80.7%-64.0pp | 76.6%-59.9pp | 83.0%-66.3pp |
| Annual return | 18.37% | 22.93%-4.6pp | 22.78%-4.4pp | 41.45%-23.1pp |
| Employer contribution / active EE | $0 | $4,214-100.0% | $3,574-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,482 | $4,269-65.3% | $3,712-60.1% | $5,287-72.0% |
| Admin fee / account holder | $48 | $6,644-99.3% | $5,332-99.1% | $10,132-99.5% |