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 | $18,659 | $103,376-82.0% | $87,100-78.6% | $152,861-87.8% |
| Participation rate | 20.0% | 79.3%-59.3pp | 76.9%-56.9pp | 82.4%-62.4pp |
| Annual return | 27.75% | 28.10%-0.4pp | 28.19%-0.4pp | 345.32%-317.6pp |
| Employer contribution / active EE | $887 | $3,220-72.5% | $2,521-64.8% | $4,762-81.4% |
| Participant deferral / active EE | $3,326 | $4,778-30.4% | $4,049-17.9% | $5,850-43.2% |
| Admin fee / account holder | $0 | $12,205-100.0% | $7,497-100.0% | $11,596-100.0% |