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 | $4,280 | $45,073-90.5% | $69,455-93.8% | $72,985-94.1% |
| Participation rate | 67.7% | 68.5%-0.8pp | 74.6%-6.9pp | 69.5%-1.7pp |
| Annual return | 10.23% | 22.65%-12.4pp | 28.97%-18.7pp | 81.00%-70.8pp |
| Employer contribution / active EE | $583 | $2,054-71.6% | $2,779-79.0% | $2,440-76.1% |
| Participant deferral / active EE | $1,628 | $2,602-37.4% | $3,535-54.0% | $3,607-54.9% |
| Admin fee / account holder | $250 | $3,056-91.8% | $3,839-93.5% | $5,124-95.1% |