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 | $9,059 | $49,227-81.6% | $70,449-87.1% | $79,858-88.7% |
| Participation rate | 36.5% | 69.2%-32.7pp | 75.1%-38.6pp | 69.6%-33.1pp |
| Annual return | 24.00% | 30.06%-6.1pp | 109.03%-85.0pp | 31.71%-7.7pp |
| Employer contribution / active EE | $0 | $2,099-100.0% | $2,737-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,226 | $2,768-55.7% | $3,709-66.9% | $3,740-67.2% |
| Admin fee / account holder | $203 | $2,878-92.9% | $3,845-94.7% | $5,306-96.2% |