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 8-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 | $17,788 | $127,065-86.0% | $113,168-84.3% | $142,382-87.5% |
| Participation rate | 37.5% | 79.2%-41.7pp | 76.6%-39.1pp | 80.1%-42.6pp |
| Annual return | 14.83% | 24.03%-9.2pp | 24.27%-9.4pp | 217.08%-202.2pp |
| Employer contribution / active EE | $875 | $3,442-74.6% | $2,975-70.6% | $4,299-79.7% |
| Participant deferral / active EE | $2,296 | $5,716-59.8% | $5,107-55.0% | $6,507-64.7% |
| Admin fee / account holder | $115 | $15,736-99.3% | $12,068-99.0% | $12,624-99.1% |