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 | $12,039 | $113,339-89.4% | $94,993-87.3% | $147,584-91.8% |
| Participation rate | 60.0% | 78.0%-18.0pp | 73.9%-13.9pp | 82.8%-22.8pp |
| Annual return | 18.78% | 20.77%-2.0pp | 27.12%-8.3pp | 578.55%-559.8pp |
| Employer contribution / active EE | $1,167 | $3,160-63.1% | $2,603-55.2% | $4,876-76.1% |
| Participant deferral / active EE | $1,763 | $3,777-53.3% | $3,317-46.8% | $5,439-67.6% |
| Admin fee / account holder | $0 | $6,063-100.0% | $4,960-100.0% | $10,885-100.0% |