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 | $7,160 | $65,041-89.0% | $90,951-92.1% | $79,858-91.0% |
| Participation rate | 44.8% | 61.6%-16.8pp | 69.0%-24.2pp | 69.6%-24.8pp |
| Annual return | 44.93% | 30.45%+14.5pp | 134.60%-89.7pp | 31.71%+13.2pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,029 | $2,512-19.2% | $3,373-39.8% | $3,740-45.7% |
| Admin fee / account holder | $267 | $4,536-94.1% | $5,959-95.5% | $5,306-95.0% |