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 | $5,815 | $48,046-87.9% | $84,611-93.1% | $72,985-92.0% |
| Participation rate | 39.1% | 57.6%-18.5pp | 68.2%-29.2pp | 69.5%-30.4pp |
| Annual return | 36.21% | 37.38%-1.2pp | 258.74%-222.5pp | 81.00%-44.8pp |
| Employer contribution / active EE | $738 | $1,602-53.9% | $2,652-72.2% | $2,440-69.8% |
| Participant deferral / active EE | $1,864 | $2,680-30.5% | $3,899-52.2% | $3,607-48.3% |
| Admin fee / account holder | $275 | $3,395-91.9% | $4,912-94.4% | $5,124-94.6% |