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 7-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 | $14,471 | $73,933-80.4% | $96,683-85.0% | $75,163-80.7% |
| Participation rate | 45.7% | 66.4%-20.7pp | 74.3%-28.6pp | 67.2%-21.5pp |
| Annual return | 24.85% | 26.70%-1.8pp | 35.69%-10.8pp | 160.62%-135.8pp |
| Employer contribution / active EE | $871 | $2,928-70.2% | $3,737-76.7% | $2,670-67.4% |
| Participant deferral / active EE | $2,060 | $3,659-43.7% | $4,878-57.8% | $4,125-50.1% |
| Admin fee / account holder | $162 | $5,216-96.9% | $6,730-97.6% | $5,651-97.1% |