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 9-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 | $13,076 | $101,069-87.1% | $81,478-84.0% | $147,584-91.1% |
| Participation rate | 12.5% | 74.5%-62.0pp | 68.0%-55.5pp | 82.8%-70.3pp |
| Annual return | 18.72% | 32.40%-13.7pp | 38.78%-20.1pp | 578.55%-559.8pp |
| Employer contribution / active EE | $159 | $3,205-95.0% | $2,568-93.8% | $4,876-96.7% |
| Participant deferral / active EE | $1,134 | $4,242-73.3% | $3,537-67.9% | $5,439-79.2% |
| Admin fee / account holder | $0 | $5,812-100.0% | $4,561-100.0% | $10,885-100.0% |