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 | $4,403 | $54,762-92.0% | $90,281-95.1% | $72,985-94.0% |
| Participation rate | 67.7% | 65.1%+2.5pp | 73.3%-5.6pp | 69.5%-1.8pp |
| Annual return | 26.39% | 30.63%-4.2pp | 78.10%-51.7pp | 81.00%-54.6pp |
| Employer contribution / active EE | $773 | $2,092-63.0% | $2,854-72.9% | $2,440-68.3% |
| Participant deferral / active EE | $1,007 | $2,887-65.1% | $3,885-74.1% | $3,607-72.1% |
| Admin fee / account holder | $151 | $3,972-96.2% | $5,351-97.2% | $5,124-97.1% |