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 | $8,454 | $215,361-96.1% | $171,082-95.1% | $273,961-96.9% |
| Participation rate | 28.6% | 82.0%-53.5pp | 76.7%-48.1pp | 83.0%-54.4pp |
| Annual return | 47.17% | 25.14%+22.0pp | 32.56%+14.6pp | 41.45%+5.7pp |
| Employer contribution / active EE | $758 | $4,967-84.7% | $4,002-81.1% | $4,869-84.4% |
| Participant deferral / active EE | $871 | $5,543-84.3% | $4,797-81.8% | $5,287-83.5% |
| Admin fee / account holder | $40 | $10,846-99.6% | $8,520-99.5% | $10,132-99.6% |