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 4-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 | $7,343 | $106,515-93.1% | $96,683-92.4% | $139,434-94.7% |
| Participation rate | 66.7% | 77.8%-11.2pp | 74.3%-7.7pp | 80.3%-13.7pp |
| Annual return | 32.88% | 38.43%-5.5pp | 35.69%-2.8pp | 372.94%-340.1pp |
| Employer contribution / active EE | $1,287 | $4,103-68.6% | $3,737-65.6% | $4,751-72.9% |
| Participant deferral / active EE | $1,739 | $5,454-68.1% | $4,878-64.4% | $6,710-74.1% |
| Admin fee / account holder | $7 | $7,877-99.9% | $6,730-99.9% | $11,403-99.9% |