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 | $6,225 | $52,580-88.2% | $71,671-91.3% | $70,131-91.1% |
| Participation rate | 54.5% | 60.9%-6.3pp | 68.7%-14.2pp | 69.5%-15.0pp |
| Annual return | 31.45% | 20.25%+11.2pp | 20.65%+10.8pp | 73.14%-41.7pp |
| Employer contribution / active EE | $572 | $1,616-64.6% | $2,460-76.8% | $2,342-75.6% |
| Participant deferral / active EE | $1,554 | $2,386-34.9% | $3,438-54.8% | $3,332-53.3% |
| Admin fee / account holder | $0 | $3,653-100.0% | $5,558-100.0% | $4,645-100.0% |