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 | $9,780 | $111,754-91.2% | $103,333-90.5% | $145,922-93.3% |
| Participation rate | 64.3% | 77.9%-13.7pp | 74.5%-10.2pp | 80.3%-16.0pp |
| Annual return | 21.58% | 24.77%-3.2pp | 24.88%-3.3pp | 561.29%-539.7pp |
| Employer contribution / active EE | $1,307 | $4,212-69.0% | $3,868-66.2% | $4,660-71.9% |
| Participant deferral / active EE | $1,800 | $5,619-68.0% | $5,057-64.4% | $6,688-73.1% |
| Admin fee / account holder | $0 | $9,750-100.0% | $8,355-100.0% | $13,397-100.0% |