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 | $6,220 | $108,172-94.3% | $77,482-92.0% | $158,922-96.1% |
| Participation rate | 68.8% | 64.4%+4.3pp | 54.2%+14.6pp | 82.0%-13.2pp |
| Annual return | 35.19% | 31.67%+3.5pp | 54.79%-19.6pp | 302.83%-267.6pp |
| Employer contribution / active EE | $746 | $1,325-43.7% | $986-24.4% | $4,761-84.3% |
| Participant deferral / active EE | $1,167 | $2,456-52.5% | $1,861-37.3% | $5,982-80.5% |
| Admin fee / account holder | $242 | $3,708-93.5% | $2,858-91.5% | $11,246-97.9% |