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 | $16,838 | $77,813-78.4% | $123,544-86.4% | $64,186-73.8% |
| Participation rate | 62.3% | 74.7%-12.4pp | 82.3%-20.0pp | 69.6%-7.3pp |
| Annual return | 72.50% | 12.48%+60.0pp | 119.20%-46.7pp | 7.63%+64.9pp |
| Employer contribution / active EE | $1,975 | $3,014-34.5% | $4,628-57.3% | $2,381-17.1% |
| Participant deferral / active EE | $5,565 | $5,240+6.2% | $6,426-13.4% | $3,470+60.4% |
| Admin fee / account holder | $0 | $5,519-100.0% | $9,284-100.0% | $4,888-100.0% |