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 9-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 | $9,420 | $65,395-85.6% | $182,532-94.8% | $72,985-87.1% |
| Participation rate | 55.6% | 65.4%-9.9pp | 78.0%-22.4pp | 69.5%-13.9pp |
| Annual return | 36.67% | 27.68%+9.0pp | 148.54%-111.9pp | 81.00%-44.3pp |
| Employer contribution / active EE | $1,004 | $1,911-47.5% | $4,076-75.4% | $2,440-58.9% |
| Participant deferral / active EE | $1,332 | $3,563-62.6% | $5,524-75.9% | $3,607-63.1% |
| Admin fee / account holder | $230 | $4,245-94.6% | $8,592-97.3% | $5,124-95.5% |