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 | $9,984 | $232,540-95.7% | $185,117-94.6% | $147,584-93.2% |
| Participation rate | 46.7% | 82.4%-35.7pp | 77.3%-30.6pp | 82.8%-36.2pp |
| Annual return | 24.56% | 43.03%-18.5pp | 40.50%-15.9pp | 578.55%-554.0pp |
| Employer contribution / active EE | $631 | $5,195-87.9% | $4,182-84.9% | $4,876-87.1% |
| Participant deferral / active EE | $901 | $5,834-84.5% | $5,045-82.1% | $5,439-83.4% |
| Admin fee / account holder | $0 | $10,275-100.0% | $8,159-100.0% | $10,885-100.0% |