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 6-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 | $11,832 | $165,912-92.9% | $122,332-90.3% | $147,584-92.0% |
| Participation rate | 42.9% | 79.6%-36.7pp | 71.6%-28.8pp | 82.8%-40.0pp |
| Annual return | 10.07% | 34.55%-24.5pp | 30.27%-20.2pp | 578.55%-568.5pp |
| Employer contribution / active EE | $693 | $5,754-87.9% | $4,050-82.9% | $4,876-85.8% |
| Participant deferral / active EE | $1,005 | $4,005-74.9% | $3,287-69.4% | $5,439-81.5% |
| Admin fee / account holder | $0 | $7,424-100.0% | $5,478-100.0% | $10,885-100.0% |