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 | $12,547 | $76,670-83.6% | $96,683-87.0% | $71,457-82.4% |
| Participation rate | 32.0% | 66.6%-34.6pp | 74.3%-42.3pp | 67.9%-35.9pp |
| Annual return | 26.38% | 48.29%-21.9pp | 35.69%-9.3pp | 28.85%-2.5pp |
| Employer contribution / active EE | $0 | $3,031-100.0% | $3,737-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $1,964 | $3,771-47.9% | $4,878-59.7% | $4,289-54.2% |
| Admin fee / account holder | $267 | $2,028-86.8% | $6,730-96.0% | $1,587-83.2% |