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 6-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 | $21,422 | $65,041-67.1% | $90,951-76.4% | $79,858-73.2% |
| Participation rate | 23.3% | 61.6%-38.3pp | 69.0%-45.7pp | 69.6%-46.3pp |
| Annual return | 33.52% | 30.45%+3.1pp | 134.60%-101.1pp | 31.71%+1.8pp |
| Employer contribution / active EE | $477 | $1,247-61.7% | $2,122-77.5% | $2,471-80.7% |
| Participant deferral / active EE | $1,880 | $2,512-25.2% | $3,373-44.3% | $3,740-49.7% |
| Admin fee / account holder | $161 | $4,536-96.4% | $5,959-97.3% | $5,306-97.0% |