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 | $4,285 | $60,124-92.9% | $90,404-95.3% | $79,858-94.6% |
| Participation rate | 67.2% | 65.0%+2.2pp | 72.7%-5.5pp | 69.6%-2.4pp |
| Annual return | 21.56% | 71.94%-50.4pp | 1293.02%-1271.5pp | 31.71%-10.2pp |
| Employer contribution / active EE | $514 | $2,068-75.1% | $3,262-84.2% | $2,471-79.2% |
| Participant deferral / active EE | $1,351 | $2,938-54.0% | $3,963-65.9% | $3,740-63.9% |
| Admin fee / account holder | $221 | $3,976-94.4% | $5,611-96.1% | $5,306-95.8% |