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 9-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 | $21,781 | $78,422-72.2% | $95,952-77.3% | $79,858-72.7% |
| Participation rate | 65.0% | 73.5%-8.5pp | 77.1%-12.1pp | 69.6%-4.6pp |
| Annual return | 30.40% | 19.37%+11.0pp | 91.61%-61.2pp | 31.71%-1.3pp |
| Employer contribution / active EE | $1,544 | $1,945-20.6% | $2,541-39.2% | $2,471-37.5% |
| Participant deferral / active EE | $3,194 | $3,440-7.1% | $4,167-23.3% | $3,740-14.6% |
| Admin fee / account holder | $82 | $5,622-98.5% | $6,795-98.8% | $5,306-98.5% |