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 | $7,283 | $80,968-91.0% | $96,544-92.5% | $75,163-90.3% |
| Participation rate | 38.5% | 71.8%-33.3pp | 76.0%-37.5pp | 67.2%-28.7pp |
| Annual return | 31.94% | 27.06%+4.9pp | 25.84%+6.1pp | 160.62%-128.7pp |
| Employer contribution / active EE | $7,762 | $2,282+240.2% | $2,965+161.8% | $2,670+190.7% |
| Participant deferral / active EE | $0 | $3,928-100.0% | $4,851-100.0% | $4,125-100.0% |
| Admin fee / account holder | $0 | $6,724-100.0% | $8,252-100.0% | $5,651-100.0% |