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 9-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 | $18,487 | $228,332-91.9% | $185,823-90.1% | $158,922-88.4% |
| Participation rate | 66.7% | 82.3%-15.6pp | 78.0%-11.4pp | 82.0%-15.3pp |
| Annual return | 9.24% | 40.80%-31.6pp | 35.95%-26.7pp | 302.83%-293.6pp |
| Employer contribution / active EE | $2,821 | $4,967-43.2% | $4,087-31.0% | $4,761-40.7% |
| Participant deferral / active EE | $6,667 | $6,415+3.9% | $5,632+18.4% | $5,982+11.4% |
| Admin fee / account holder | $0 | $11,864-100.0% | $9,500-100.0% | $11,246-100.0% |