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 8-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 | $12,284 | $86,286-85.8% | $111,297-89.0% | $85,850-85.7% |
| Participation rate | 56.4% | 73.3%-16.9pp | 77.3%-20.9pp | 69.3%-12.9pp |
| Annual return | 15.04% | 19.99%-4.9pp | 54.65%-39.6pp | 318.53%-303.5pp |
| Employer contribution / active EE | $0 | $2,043-100.0% | $2,731-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $0 | $3,641-100.0% | $4,487-100.0% | $3,952-100.0% |
| Admin fee / account holder | $62 | $8,188-99.2% | $7,964-99.2% | $6,260-99.0% |