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 | $10,155 | $99,341-89.8% | $84,750-88.0% | $273,961-96.3% |
| Participation rate | 63.2% | 80.7%-17.5pp | 76.6%-13.4pp | 83.0%-19.9pp |
| Annual return | 113.38% | 22.93%+90.4pp | 22.78%+90.6pp | 41.45%+71.9pp |
| Employer contribution / active EE | $1,288 | $4,214-69.4% | $3,574-64.0% | $4,869-73.5% |
| Participant deferral / active EE | $3,721 | $4,269-12.8% | $3,712+0.3% | $5,287-29.6% |
| Admin fee / account holder | $0 | $6,644-100.0% | $5,332-100.0% | $10,132-100.0% |