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 | $5,758 | $55,415-89.6% | $155,509-96.3% | $74,495-92.3% |
| Participation rate | 58.2% | 61.9%-3.7pp | 78.2%-20.0pp | 67.2%-9.0pp |
| Annual return | 11.58% | 268.50%-256.9pp | 64.67%-53.1pp | 1364.94%-1353.4pp |
| Employer contribution / active EE | $351 | $2,267-84.5% | $4,672-92.5% | $2,623-86.6% |
| Participant deferral / active EE | $827 | $2,836-70.8% | $5,626-85.3% | $4,346-81.0% |
| Admin fee / account holder | $204 | $1,738-88.3% | $15,912-98.7% | $1,942-89.5% |