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 | $13,706 | $65,395-79.0% | $182,532-92.5% | $72,985-81.2% |
| Participation rate | 36.9% | 65.4%-28.5pp | 78.0%-41.1pp | 69.5%-32.6pp |
| Annual return | 27.09% | 27.68%-0.6pp | 148.54%-121.4pp | 81.00%-53.9pp |
| Employer contribution / active EE | $850 | $1,911-55.5% | $4,076-79.1% | $2,440-65.2% |
| Participant deferral / active EE | $1,495 | $3,563-58.0% | $5,524-72.9% | $3,607-58.6% |
| Admin fee / account holder | $179 | $4,245-95.8% | $8,592-97.9% | $5,124-96.5% |