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 | $12,080 | $72,277-83.3% | $101,248-88.1% | $79,858-84.9% |
| Participation rate | 59.5% | 68.5%-9.0pp | 75.8%-16.3pp | 69.6%-10.2pp |
| Annual return | 20.07% | 22.30%-2.2pp | 46.47%-26.4pp | 31.71%-11.6pp |
| Employer contribution / active EE | $641 | $2,692-76.2% | $3,660-82.5% | $2,471-74.1% |
| Participant deferral / active EE | $1,889 | $3,282-42.4% | $4,370-56.8% | $3,740-49.5% |
| Admin fee / account holder | $0 | $4,400-100.0% | $5,945-100.0% | $5,306-100.0% |