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 | $8,146 | $48,046-83.0% | $84,611-90.4% | $72,985-88.8% |
| Participation rate | 28.1% | 57.6%-29.5pp | 68.2%-40.1pp | 69.5%-41.4pp |
| Annual return | 36.13% | 37.38%-1.2pp | 258.74%-222.6pp | 81.00%-44.9pp |
| Employer contribution / active EE | $722 | $1,602-54.9% | $2,652-72.8% | $2,440-70.4% |
| Participant deferral / active EE | $1,257 | $2,680-53.1% | $3,899-67.8% | $3,607-65.2% |
| Admin fee / account holder | $61 | $3,395-98.2% | $4,912-98.8% | $5,124-98.8% |