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 | $12,160 | $56,484-78.5% | $169,463-92.8% | $64,186-81.1% |
| Participation rate | 33.8% | 64.5%-30.7pp | 77.8%-43.9pp | 69.6%-35.7pp |
| Annual return | 4.82% | -1.55%+6.4pp | 1.83%+3.0pp | 7.63%-2.8pp |
| Employer contribution / active EE | $863 | $1,832-52.9% | $4,159-79.3% | $2,381-63.8% |
| Participant deferral / active EE | $1,235 | $3,448-64.2% | $5,277-76.6% | $3,470-64.4% |
| Admin fee / account holder | $226 | $4,174-94.6% | $9,109-97.5% | $4,888-95.4% |