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 9-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 | $22,266 | $91,552-75.7% | $133,956-83.4% | $79,858-72.1% |
| Participation rate | 69.2% | 73.3%-4.1pp | 79.8%-10.6pp | 69.6%-0.4pp |
| Annual return | 20.68% | 61.85%-41.2pp | 45.09%-24.4pp | 31.71%-11.0pp |
| Employer contribution / active EE | $1,511 | $2,384-36.6% | $3,919-61.4% | $2,471-38.8% |
| Participant deferral / active EE | $3,156 | $3,733-15.5% | $5,048-37.5% | $3,740-15.6% |
| Admin fee / account holder | $19 | $6,321-99.7% | $8,927-99.8% | $5,306-99.6% |