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 | $12,878 | $59,839-78.5% | $81,983-84.3% | $79,858-83.9% |
| Participation rate | 40.3% | 61.6%-21.3pp | 69.2%-28.9pp | 69.6%-29.3pp |
| Annual return | 14.76% | 17.56%-2.8pp | 41.31%-26.6pp | 31.71%-17.0pp |
| Employer contribution / active EE | $0 | $1,713-100.0% | $2,498-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,133 | $2,695-58.0% | $3,722-69.6% | $3,740-69.7% |
| Admin fee / account holder | $130 | $4,287-97.0% | $5,664-97.7% | $5,306-97.6% |