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 | $13,174 | $135,635-90.3% | $110,238-88.0% | $135,375-90.3% |
| Participation rate | 54.5% | 83.5%-28.9pp | 79.8%-25.3pp | 82.6%-28.1pp |
| Annual return | 43.03% | 513.19%-470.2pp | 314.74%-271.7pp | 519.73%-476.7pp |
| Employer contribution / active EE | $1,358 | $4,906-72.3% | $3,826-64.5% | $4,779-71.6% |
| Participant deferral / active EE | $3,860 | $5,506-29.9% | $4,672-17.4% | $5,609-31.2% |
| Admin fee / account holder | $0 | $11,457-100.0% | $8,547-100.0% | $10,827-100.0% |