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 | $18,039 | $103,376-82.6% | $87,100-79.3% | $152,861-88.2% |
| Participation rate | 50.0% | 79.3%-29.3pp | 76.9%-26.9pp | 82.4%-32.4pp |
| Annual return | 32.88% | 28.10%+4.8pp | 28.19%+4.7pp | 345.32%-312.4pp |
| Employer contribution / active EE | $920 | $3,220-71.4% | $2,521-63.5% | $4,762-80.7% |
| Participant deferral / active EE | $5,783 | $4,778+21.0% | $4,049+42.8% | $5,850-1.1% |
| Admin fee / account holder | $0 | $12,205-100.0% | $7,497-100.0% | $11,596-100.0% |