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 5-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 | $10,568 | $176,812-94.0% | $146,665-92.8% | $167,490-93.7% |
| Participation rate | 57.9% | 83.6%-25.7pp | 80.1%-22.2pp | 82.1%-24.2pp |
| Annual return | 20.28% | 24.03%-3.8pp | 22.74%-2.5pp | 478.56%-458.3pp |
| Employer contribution / active EE | $1,341 | $5,160-74.0% | $4,136-67.6% | $4,837-72.3% |
| Participant deferral / active EE | $3,025 | $6,440-53.0% | $5,506-45.1% | $6,341-52.3% |
| Admin fee / account holder | $0 | $13,259-100.0% | $10,280-100.0% | $12,309-100.0% |