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 | $25,026 | $197,591-87.3% | $177,821-85.9% | $158,922-84.3% |
| Participation rate | 50.0% | 88.5%-38.5pp | 87.7%-37.7pp | 82.0%-32.0pp |
| Annual return | 30.99% | 58.76%-27.8pp | 48.32%-17.3pp | 302.83%-271.8pp |
| Employer contribution / active EE | $1,600 | $6,697-76.1% | $5,918-73.0% | $4,761-66.4% |
| Participant deferral / active EE | $4,000 | $8,405-52.4% | $7,714-48.1% | $5,982-33.1% |
| Admin fee / account holder | $0 | $15,399-100.0% | $12,427-100.0% | $11,246-100.0% |