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 | $7,309 | $60,124-87.8% | $90,404-91.9% | $79,858-90.8% |
| Participation rate | 60.6% | 65.0%-4.4pp | 72.7%-12.1pp | 69.6%-9.0pp |
| Annual return | 29.53% | 71.94%-42.4pp | 1293.02%-1263.5pp | 31.71%-2.2pp |
| Employer contribution / active EE | $867 | $2,068-58.1% | $3,262-73.4% | $2,471-64.9% |
| Participant deferral / active EE | $1,665 | $2,938-43.3% | $3,963-58.0% | $3,740-55.5% |
| Admin fee / account holder | $284 | $3,976-92.9% | $5,611-94.9% | $5,306-94.7% |