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 | $10,897 | $49,227-77.9% | $70,449-84.5% | $79,858-86.4% |
| Participation rate | 45.9% | 69.2%-23.3pp | 75.1%-29.2pp | 69.6%-23.7pp |
| Annual return | 26.84% | 30.06%-3.2pp | 109.03%-82.2pp | 31.71%-4.9pp |
| Employer contribution / active EE | $470 | $2,099-77.6% | $2,737-82.8% | $2,471-81.0% |
| Participant deferral / active EE | $1,332 | $2,768-51.9% | $3,709-64.1% | $3,740-64.4% |
| Admin fee / account holder | $0 | $2,878-100.0% | $3,845-100.0% | $5,306-100.0% |