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 | $6,160 | $102,966-94.0% | $90,281-93.2% | $152,861-96.0% |
| Participation rate | 63.6% | 75.9%-12.2pp | 73.3%-9.6pp | 82.4%-18.8pp |
| Annual return | 28.43% | 95.16%-66.7pp | 78.10%-49.7pp | 345.32%-316.9pp |
| Employer contribution / active EE | $891 | $3,139-71.6% | $2,854-68.8% | $4,762-81.3% |
| Participant deferral / active EE | $1,071 | $4,281-75.0% | $3,885-72.4% | $5,850-81.7% |
| Admin fee / account holder | $0 | $6,171-100.0% | $5,351-100.0% | $11,596-100.0% |