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 | $14,142 | $92,222-84.7% | $76,768-81.6% | $135,375-89.6% |
| Participation rate | 50.0% | 79.8%-29.8pp | 77.0%-27.0pp | 82.6%-32.6pp |
| Annual return | 22.72% | 5.46%+17.3pp | 2.43%+20.3pp | 519.73%-497.0pp |
| Employer contribution / active EE | $945 | $3,216-70.6% | $2,485-62.0% | $4,779-80.2% |
| Participant deferral / active EE | $4,404 | $4,509-2.3% | $3,852+14.3% | $5,609-21.5% |
| Admin fee / account holder | $54 | $10,748-99.5% | $6,675-99.2% | $10,827-99.5% |