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 | $11,653 | $85,202-86.3% | $172,739-93.3% | $72,985-84.0% |
| Participation rate | 52.1% | 70.1%-18.0pp | 82.6%-30.6pp | 69.5%-17.4pp |
| Annual return | 29.25% | 27.32%+1.9pp | 802.84%-773.6pp | 81.00%-51.7pp |
| Employer contribution / active EE | $1,063 | $3,324-68.0% | $5,143-79.3% | $2,440-56.4% |
| Participant deferral / active EE | $2,297 | $3,260-29.6% | $5,198-55.8% | $3,607-36.3% |
| Admin fee / account holder | $267 | $5,884-95.5% | $13,954-98.1% | $5,124-94.8% |