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 10-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 | $12,986 | $105,859-87.7% | $90,160-85.6% | $147,584-91.2% |
| Participation rate | 66.7% | 79.7%-13.1pp | 76.9%-10.2pp | 82.8%-16.2pp |
| Annual return | 37.03% | 37.63%-0.6pp | 34.88%+2.1pp | 578.55%-541.5pp |
| Employer contribution / active EE | $0 | $4,126-100.0% | $3,318-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $5,471 | $5,733-4.6% | $5,288+3.5% | $5,439+0.6% |
| Admin fee / account holder | $0 | $8,046-100.0% | $5,943-100.0% | $10,885-100.0% |