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 | $7,044 | $72,277-90.3% | $101,248-93.0% | $79,858-91.2% |
| Participation rate | 53.2% | 68.5%-15.3pp | 75.8%-22.6pp | 69.6%-16.4pp |
| Annual return | 29.10% | 22.30%+6.8pp | 46.47%-17.4pp | 31.71%-2.6pp |
| Employer contribution / active EE | $753 | $2,692-72.0% | $3,660-79.4% | $2,471-69.5% |
| Participant deferral / active EE | $1,741 | $3,282-46.9% | $4,370-60.2% | $3,740-53.4% |
| Admin fee / account holder | $26 | $4,400-99.4% | $5,945-99.6% | $5,306-99.5% |