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 7-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 | $958 | $176,377-99.5% | $134,143-99.3% | $158,922-99.4% |
| Participation rate | 69.2% | 78.7%-9.5pp | 72.2%-2.9pp | 82.0%-12.7pp |
| Annual return | 31.47% | 63.63%-32.2pp | 36.33%-4.9pp | 302.83%-271.4pp |
| Employer contribution / active EE | $467 | $5,040-90.7% | $3,704-87.4% | $4,761-90.2% |
| Participant deferral / active EE | $543 | $4,091-86.7% | $3,499-84.5% | $5,982-90.9% |
| Admin fee / account holder | $3 | $8,718-100.0% | $6,684-100.0% | $11,246-100.0% |