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 | $19,603 | $58,512-66.5% | $84,015-76.7% | $72,985-73.1% |
| Participation rate | 69.2% | 61.2%+8.0pp | 69.0%+0.2pp | 69.5%-0.3pp |
| Annual return | 23.18% | 28.93%-5.7pp | 71.31%-48.1pp | 81.00%-57.8pp |
| Employer contribution / active EE | $1,809 | $1,163+55.6% | $1,983-8.8% | $2,440-25.8% |
| Participant deferral / active EE | $1,471 | $2,394-38.6% | $3,239-54.6% | $3,607-59.2% |
| Admin fee / account holder | $297 | $4,569-93.5% | $6,101-95.1% | $5,124-94.2% |