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 | $4,310 | $95,416-95.5% | $185,823-97.7% | $85,850-95.0% |
| Participation rate | 54.3% | 68.8%-14.5pp | 81.7%-27.4pp | 69.3%-15.0pp |
| Annual return | 13.45% | 23.59%-10.1pp | 122.05%-108.6pp | 318.53%-305.1pp |
| Employer contribution / active EE | $623 | $3,314-81.2% | $5,167-88.0% | $2,565-75.7% |
| Participant deferral / active EE | $1,158 | $3,423-66.2% | $5,568-79.2% | $3,952-70.7% |
| Admin fee / account holder | $300 | $7,213-95.8% | $16,237-98.2% | $6,260-95.2% |