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 | $7,779 | $45,073-82.7% | $69,455-88.8% | $72,985-89.3% |
| Participation rate | 69.2% | 68.5%+0.7pp | 74.6%-5.4pp | 69.5%-0.3pp |
| Annual return | 29.19% | 22.65%+6.5pp | 28.97%+0.2pp | 81.00%-51.8pp |
| Employer contribution / active EE | $0 | $2,054-100.0% | $2,779-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,725 | $2,602+4.8% | $3,535-22.9% | $3,607-24.5% |
| Admin fee / account holder | $168 | $3,056-94.5% | $3,839-95.6% | $5,124-96.7% |