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 | $11,351 | $89,355-87.3% | $141,162-92.0% | $72,985-84.4% |
| Participation rate | 67.2% | 75.1%-7.9pp | 82.5%-15.2pp | 69.5%-2.2pp |
| Annual return | 33.61% | 111.85%-78.2pp | 71.39%-37.8pp | 81.00%-47.4pp |
| Employer contribution / active EE | $1,620 | $3,114-48.0% | $4,735-65.8% | $2,440-33.6% |
| Participant deferral / active EE | $3,166 | $5,418-41.6% | $6,709-52.8% | $3,607-12.2% |
| Admin fee / account holder | $107 | $5,958-98.2% | $10,261-99.0% | $5,124-97.9% |