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 | $18,400 | $76,367-75.9% | $93,606-80.3% | $72,985-74.8% |
| Participation rate | 42.9% | 71.7%-28.9pp | 75.8%-33.0pp | 69.5%-26.6pp |
| Annual return | 22.84% | 25.82%-3.0pp | 32.76%-9.9pp | 81.00%-58.2pp |
| Employer contribution / active EE | $619 | $2,275-72.8% | $2,718-77.2% | $2,440-74.6% |
| Participant deferral / active EE | $1,593 | $3,538-55.0% | $4,069-60.9% | $3,607-55.8% |
| Admin fee / account holder | $43 | $6,838-99.4% | $7,888-99.4% | $5,124-99.2% |