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 | $4,729 | $47,848-90.1% | $81,478-94.2% | $70,131-93.3% |
| Participation rate | 60.0% | 58.3%+1.7pp | 68.0%-8.0pp | 69.5%-9.5pp |
| Annual return | 28.71% | 27.25%+1.5pp | 38.78%-10.1pp | 73.14%-44.4pp |
| Employer contribution / active EE | $827 | $1,527-45.9% | $2,568-67.8% | $2,342-64.7% |
| Participant deferral / active EE | $967 | $2,453-60.6% | $3,537-72.7% | $3,332-71.0% |
| Admin fee / account holder | $105 | $3,145-96.7% | $4,561-97.7% | $4,645-97.7% |