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 8-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 | $6,588 | $90,503-92.7% | $78,689-91.6% | $273,961-97.6% |
| Participation rate | 33.3% | 76.5%-43.2pp | 73.6%-40.2pp | 83.0%-49.7pp |
| Annual return | 15.28% | 75.60%-60.3pp | 62.18%-46.9pp | 41.45%-26.2pp |
| Employer contribution / active EE | $234 | $3,176-92.6% | $2,851-91.8% | $4,869-95.2% |
| Participant deferral / active EE | $876 | $3,901-77.5% | $3,517-75.1% | $5,287-83.4% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,132-100.0% |