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 | $21,397 | $112,096-80.9% | $95,952-77.7% | $158,922-86.5% |
| Participation rate | 60.0% | 79.0%-19.0pp | 77.1%-17.1pp | 82.0%-22.0pp |
| Annual return | 27.11% | 171.09%-144.0pp | 91.61%-64.5pp | 302.83%-275.7pp |
| Employer contribution / active EE | $1,206 | $3,198-62.3% | $2,541-52.6% | $4,761-74.7% |
| Participant deferral / active EE | $3,911 | $4,784-18.2% | $4,167-6.1% | $5,982-34.6% |
| Admin fee / account holder | $0 | $10,130-100.0% | $6,795-100.0% | $11,246-100.0% |