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 | $7,275 | $57,065-87.3% | $75,670-90.4% | $70,131-89.6% |
| Participation rate | 42.9% | 68.1%-25.2pp | 72.3%-29.5pp | 69.5%-26.7pp |
| Annual return | 42.59% | 23.57%+19.0pp | 27.34%+15.2pp | 73.14%-30.5pp |
| Employer contribution / active EE | $870 | $1,817-52.1% | $2,352-63.0% | $2,342-62.9% |
| Participant deferral / active EE | $1,447 | $2,580-43.9% | $3,142-53.9% | $3,332-56.6% |
| Admin fee / account holder | $56 | $3,825-98.5% | $5,800-99.0% | $4,645-98.8% |