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 | $16,502 | $78,672-79.0% | $109,143-84.9% | $85,850-80.8% |
| Participation rate | 65.7% | 68.3%-2.6pp | 75.9%-10.2pp | 69.3%-3.6pp |
| Annual return | 16.11% | 25.09%-9.0pp | 25.75%-9.6pp | 318.53%-302.4pp |
| Employer contribution / active EE | $783 | $2,735-71.4% | $3,722-78.9% | $2,565-69.5% |
| Participant deferral / active EE | $2,187 | $3,467-36.9% | $4,653-53.0% | $3,952-44.6% |
| Admin fee / account holder | $7 | $5,469-99.9% | $6,752-99.9% | $6,260-99.9% |