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 | $29,029 | $68,914-57.9% | $136,749-78.8% | $74,304-60.9% |
| Participation rate | 30.2% | 51.3%-21.1pp | 72.1%-41.9pp | 60.3%-30.1pp |
| Annual return | 17.89% | 16.34%+1.5pp | 24.33%-6.4pp | 29.43%-11.5pp |
| Employer contribution / active EE | $949 | $1,561-39.2% | $3,400-72.1% | $2,241-57.7% |
| Participant deferral / active EE | $1,450 | $2,541-42.9% | $4,692-69.1% | $3,767-61.5% |
| Admin fee / account holder | $289 | $3,149-90.8% | $11,386-97.5% | $2,969-90.3% |