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 10-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 | $11,452 | $232,540-95.1% | $185,117-93.8% | $147,584-92.2% |
| Participation rate | 66.7% | 82.4%-15.7pp | 77.3%-10.6pp | 82.8%-16.2pp |
| Annual return | 39.86% | 43.03%-3.2pp | 40.50%-0.6pp | 578.55%-538.7pp |
| Employer contribution / active EE | $1,459 | $5,195-71.9% | $4,182-65.1% | $4,876-70.1% |
| Participant deferral / active EE | $3,047 | $5,834-47.8% | $5,045-39.6% | $5,439-44.0% |
| Admin fee / account holder | $3 | $10,275-100.0% | $8,159-100.0% | $10,885-100.0% |