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 | $14,937 | $63,355-76.4% | $91,989-83.8% | $72,985-79.5% |
| Participation rate | 45.7% | 72.5%-26.9pp | 78.6%-33.0pp | 69.5%-23.8pp |
| Annual return | 29.08% | 35.35%-6.3pp | 69.02%-39.9pp | 81.00%-51.9pp |
| Employer contribution / active EE | $859 | $2,116-59.4% | $3,452-75.1% | $2,440-64.8% |
| Participant deferral / active EE | $2,152 | $4,883-55.9% | $5,923-63.7% | $3,607-40.3% |
| Admin fee / account holder | $292 | $4,668-93.7% | $7,743-96.2% | $5,124-94.3% |