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 7-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 | $11,739 | $228,332-94.9% | $185,823-93.7% | $158,922-92.6% |
| Participation rate | 33.3% | 82.3%-49.0pp | 78.0%-44.7pp | 82.0%-48.6pp |
| Annual return | 22.10% | 40.80%-18.7pp | 35.95%-13.9pp | 302.83%-280.7pp |
| Employer contribution / active EE | $1,175 | $4,967-76.3% | $4,087-71.3% | $4,761-75.3% |
| Participant deferral / active EE | $1,513 | $6,415-76.4% | $5,632-73.1% | $5,982-74.7% |
| Admin fee / account holder | $90 | $11,864-99.2% | $9,500-99.1% | $11,246-99.2% |