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 4-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 | $16,282 | $110,257-85.2% | $96,544-83.1% | $139,434-88.3% |
| Participation rate | 33.3% | 78.1%-44.8pp | 76.0%-42.6pp | 80.3%-47.0pp |
| Annual return | 37.83% | 26.32%+11.5pp | 25.84%+12.0pp | 372.94%-335.1pp |
| Employer contribution / active EE | $1,136 | $3,620-68.6% | $2,965-61.7% | $4,751-76.1% |
| Participant deferral / active EE | $1,754 | $5,548-68.4% | $4,851-63.8% | $6,710-73.9% |
| Admin fee / account holder | $0 | $11,591-100.0% | $8,252-100.0% | $11,403-100.0% |