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 8-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 | $15,598 | $112,881-86.2% | $90,951-82.9% | $158,922-90.2% |
| Participation rate | 33.3% | 74.7%-41.4pp | 69.0%-35.7pp | 82.0%-48.6pp |
| Annual return | 26.88% | 215.79%-188.9pp | 134.60%-107.7pp | 302.83%-275.9pp |
| Employer contribution / active EE | $638 | $2,893-78.0% | $2,122-70.0% | $4,761-86.6% |
| Participant deferral / active EE | $2,300 | $4,128-44.3% | $3,373-31.8% | $5,982-61.5% |
| Admin fee / account holder | $0 | $8,041-100.0% | $5,959-100.0% | $11,246-100.0% |