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 | $12,813 | $59,839-78.6% | $81,983-84.4% | $79,858-84.0% |
| Participation rate | 57.9% | 61.6%-3.7pp | 69.2%-11.4pp | 69.6%-11.7pp |
| Annual return | 31.53% | 17.56%+14.0pp | 41.31%-9.8pp | 31.71%-0.2pp |
| Employer contribution / active EE | $1,504 | $1,713-12.2% | $2,498-39.8% | $2,471-39.1% |
| Participant deferral / active EE | $2,329 | $2,695-13.6% | $3,722-37.4% | $3,740-37.7% |
| Admin fee / account holder | $85 | $4,287-98.0% | $5,664-98.5% | $5,306-98.4% |