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 8-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 | $15,130 | $116,175-87.0% | $93,606-83.8% | $152,861-90.1% |
| Participation rate | 66.7% | 78.0%-11.4pp | 75.8%-9.2pp | 82.4%-15.8pp |
| Annual return | 90.50% | 35.96%+54.5pp | 32.76%+57.7pp | 345.32%-254.8pp |
| Employer contribution / active EE | $3,254 | $3,218+1.1% | $2,718+19.7% | $4,762-31.7% |
| Participant deferral / active EE | $4,858 | $4,603+5.5% | $4,069+19.4% | $5,850-17.0% |
| Admin fee / account holder | $0 | $10,748-100.0% | $7,888-100.0% | $11,596-100.0% |