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 | $8,736 | $103,949-91.6% | $69,182-87.4% | $273,961-96.8% |
| Participation rate | 37.5% | 67.4%-29.9pp | 55.1%-17.6pp | 83.0%-45.5pp |
| Annual return | 9.81% | 35.28%-25.5pp | -21.93%+31.7pp | 41.45%-31.6pp |
| Employer contribution / active EE | $732 | $1,783-58.9% | $1,206-39.3% | $4,869-85.0% |
| Participant deferral / active EE | $870 | $2,716-68.0% | $1,897-54.1% | $5,287-83.5% |
| Admin fee / account holder | $0 | $3,671-100.0% | $2,697-100.0% | $10,132-100.0% |