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 | $14,144 | $43,723-67.7% | $121,196-88.3% | $64,186-78.0% |
| Participation rate | 53.3% | 58.3%-5.0pp | 71.7%-18.4pp | 69.6%-16.2pp |
| Annual return | 67.13% | 68.91%-1.8pp | 16.93%+50.2pp | 7.63%+59.5pp |
| Employer contribution / active EE | $1,308 | $1,296+0.9% | $4,022-67.5% | $2,381-45.1% |
| Participant deferral / active EE | $2,976 | $2,280+30.5% | $3,344-11.0% | $3,470-14.2% |
| Admin fee / account holder | $0 | $3,501-100.0% | $5,019-100.0% | $4,888-100.0% |