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 9-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 | $8,491 | $77,419-89.0% | $69,455-87.8% | $152,861-94.4% |
| Participation rate | 23.1% | 78.1%-55.0pp | 74.6%-51.5pp | 82.4%-59.4pp |
| Annual return | 62.89% | 39.06%+23.8pp | 28.97%+33.9pp | 345.32%-282.4pp |
| Employer contribution / active EE | $0 | $3,315-100.0% | $2,779-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,029 | $4,414-54.0% | $3,535-42.6% | $5,850-65.3% |
| Admin fee / account holder | $53 | $6,207-99.2% | $3,839-98.6% | $11,596-99.5% |