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 10-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 | $10,717 | $99,341-89.2% | $84,750-87.4% | $273,961-96.1% |
| Participation rate | 33.3% | 80.7%-47.4pp | 76.6%-43.3pp | 83.0%-49.7pp |
| Annual return | 69.18% | 22.93%+46.3pp | 22.78%+46.4pp | 41.45%+27.7pp |
| Employer contribution / active EE | $1,048 | $4,214-75.1% | $3,574-70.7% | $4,869-78.5% |
| Participant deferral / active EE | $2,781 | $4,269-34.9% | $3,712-25.1% | $5,287-47.4% |
| Admin fee / account holder | $0 | $6,644-100.0% | $5,332-100.0% | $10,132-100.0% |