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 5-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 | $9,743 | $110,257-91.2% | $96,544-89.9% | $139,434-93.0% |
| Participation rate | 63.6% | 78.1%-14.5pp | 76.0%-12.3pp | 80.3%-16.7pp |
| Annual return | 40.72% | 26.32%+14.4pp | 25.84%+14.9pp | 372.94%-332.2pp |
| Employer contribution / active EE | $1,120 | $3,620-69.1% | $2,965-62.2% | $4,751-76.4% |
| Participant deferral / active EE | $2,664 | $5,548-52.0% | $4,851-45.1% | $6,710-60.3% |
| Admin fee / account holder | $0 | $11,591-100.0% | $8,252-100.0% | $11,403-100.0% |