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 5-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 | $7,243 | $61,605-88.2% | $112,229-93.5% | $75,163-90.4% |
| Participation rate | 34.9% | 61.7%-26.8pp | 72.4%-37.5pp | 67.2%-32.3pp |
| Annual return | 42.37% | 28.47%+13.9pp | 30.20%+12.2pp | 160.62%-118.2pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $3,430-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,855 | $3,108-40.3% | $4,798-61.3% | $4,125-55.0% |
| Admin fee / account holder | $281 | $4,862-94.2% | $7,748-96.4% | $5,651-95.0% |