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 | $18,643 | $112,096-83.4% | $95,952-80.6% | $158,922-88.3% |
| Participation rate | 52.4% | 79.0%-26.6pp | 77.1%-24.7pp | 82.0%-29.6pp |
| Annual return | 16.89% | 171.09%-154.2pp | 91.61%-74.7pp | 302.83%-285.9pp |
| Employer contribution / active EE | $953 | $3,198-70.2% | $2,541-62.5% | $4,761-80.0% |
| Participant deferral / active EE | $2,095 | $4,784-56.2% | $4,167-49.7% | $5,982-65.0% |
| Admin fee / account holder | $35 | $10,130-99.7% | $6,795-99.5% | $11,246-99.7% |