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 | $7,052 | $62,672-88.7% | $185,117-96.2% | $70,131-89.9% |
| Participation rate | 22.2% | 63.8%-41.6pp | 77.3%-55.0pp | 69.5%-47.3pp |
| Annual return | 64.29% | 40.79%+23.5pp | 40.50%+23.8pp | 73.14%-8.9pp |
| Employer contribution / active EE | $460 | $1,753-73.8% | $4,182-89.0% | $2,342-80.4% |
| Participant deferral / active EE | $1,310 | $3,272-59.9% | $5,045-74.0% | $3,332-60.7% |
| Admin fee / account holder | $0 | $3,932-100.0% | $8,159-100.0% | $4,645-100.0% |