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 | $8,449 | $232,540-96.4% | $185,117-95.4% | $147,584-94.3% |
| Participation rate | 66.7% | 82.4%-15.7pp | 77.3%-10.6pp | 82.8%-16.2pp |
| Annual return | 171.28% | 43.03%+128.2pp | 40.50%+130.8pp | 578.55%-407.3pp |
| Employer contribution / active EE | $1,729 | $5,195-66.7% | $4,182-58.7% | $4,876-64.5% |
| Participant deferral / active EE | $1,939 | $5,834-66.8% | $5,045-61.6% | $5,439-64.3% |
| Admin fee / account holder | $0 | $10,275-100.0% | $8,159-100.0% | $10,885-100.0% |