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 | $12,157 | $67,606-82.0% | $82,313-85.2% | $70,131-82.7% |
| Participation rate | 33.3% | 72.8%-39.4pp | 76.9%-43.6pp | 69.5%-36.2pp |
| Annual return | 25.83% | 21.57%+4.3pp | 25.88%0pp | 73.14%-47.3pp |
| Employer contribution / active EE | $2,003 | $1,755+14.1% | $2,428-17.5% | $2,342-14.5% |
| Participant deferral / active EE | $1,944 | $2,987-34.9% | $3,706-47.5% | $3,332-41.7% |
| Admin fee / account holder | $13 | $4,512-99.7% | $5,608-99.8% | $4,645-99.7% |