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 3-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 | $7,818 | $111,754-93.0% | $103,333-92.4% | $145,922-94.6% |
| Participation rate | 0.0% | 77.9%-77.9pp | 74.5%-74.5pp | 80.3%-80.3pp |
| Annual return | 33.93% | 24.77%+9.2pp | 24.88%+9.0pp | 561.29%-527.4pp |
| Employer contribution / active EE | $2,308 | $4,212-45.2% | $3,868-40.3% | $4,660-50.5% |
| Participant deferral / active EE | $2,885 | $5,619-48.7% | $5,057-43.0% | $6,688-56.9% |
| Admin fee / account holder | $10 | $9,750-99.9% | $8,355-99.9% | $13,397-99.9% |