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 6-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 | $17,741 | $127,065-86.0% | $113,168-84.3% | $142,382-87.5% |
| Participation rate | 0.0% | 79.2%-79.2pp | 76.6%-76.6pp | 80.1%-80.1pp |
| Annual return | 29.08% | 24.03%+5.1pp | 24.27%+4.8pp | 217.08%-188.0pp |
| Employer contribution / active EE | $1,456 | $3,442-57.7% | $2,975-51.1% | $4,299-66.1% |
| Participant deferral / active EE | $7,250 | $5,716+26.8% | $5,107+42.0% | $6,507+11.4% |
| Admin fee / account holder | $0 | $15,736-100.0% | $12,068-100.0% | $12,624-100.0% |