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 | $481 | $95,762-99.5% | $379,746-99.9% | $79,858-99.4% |
| Participation rate | 27.9% | 74.0%-46.1pp | 78.4%-50.6pp | 69.6%-41.8pp |
| Annual return | 12.50% | 18.26%-5.8pp | 34.90%-22.4pp | 31.71%-19.2pp |
| Employer contribution / active EE | $0 | $2,695-100.0% | $3,540-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $0 | $4,705-100.0% | $6,024-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $6,745-100.0% | $7,927-100.0% | $5,306-100.0% |