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 8-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 | $8,028 | $65,365-87.7% | $92,893-91.4% | $72,985-89.0% |
| Participation rate | 68.0% | 68.3%-0.3pp | 76.0%-8.0pp | 69.5%-1.5pp |
| Annual return | 52.70% | 42.10%+10.6pp | 109.41%-56.7pp | 81.00%-28.3pp |
| Employer contribution / active EE | $2,000 | $2,594-22.9% | $3,653-45.3% | $2,440-18.0% |
| Participant deferral / active EE | $2,544 | $3,128-18.7% | $4,236-39.9% | $3,607-29.5% |
| Admin fee / account holder | $144 | $4,251-96.6% | $5,794-97.5% | $5,124-97.2% |