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 10-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 | $10,976 | $95,416-88.5% | $185,823-94.1% | $85,850-87.2% |
| Participation rate | 33.3% | 68.8%-35.4pp | 81.7%-48.4pp | 69.3%-36.0pp |
| Annual return | 31.45% | 23.59%+7.9pp | 122.05%-90.6pp | 318.53%-287.1pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $5,167-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,486 | $3,423-56.6% | $5,568-73.3% | $3,952-62.4% |
| Admin fee / account holder | $276 | $7,213-96.2% | $16,237-98.3% | $6,260-95.6% |