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 7-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 | $5,394 | $59,839-91.0% | $81,983-93.4% | $79,858-93.2% |
| Participation rate | 41.3% | 61.6%-20.3pp | 69.2%-27.9pp | 69.6%-28.3pp |
| Annual return | 62.35% | 17.56%+44.8pp | 41.31%+21.0pp | 31.71%+30.6pp |
| Employer contribution / active EE | $0 | $1,713-100.0% | $2,498-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,129 | $2,695-58.1% | $3,722-69.7% | $3,740-69.8% |
| Admin fee / account holder | $102 | $4,287-97.6% | $5,664-98.2% | $5,306-98.1% |