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 | $19,271 | $72,277-73.3% | $101,248-81.0% | $79,858-75.9% |
| Participation rate | 27.2% | 68.5%-41.3pp | 75.8%-48.6pp | 69.6%-42.5pp |
| Annual return | 25.68% | 22.30%+3.4pp | 46.47%-20.8pp | 31.71%-6.0pp |
| Employer contribution / active EE | $838 | $2,692-68.9% | $3,660-77.1% | $2,471-66.1% |
| Participant deferral / active EE | $1,523 | $3,282-53.6% | $4,370-65.1% | $3,740-59.3% |
| Admin fee / account holder | $0 | $4,400-100.0% | $5,945-100.0% | $5,306-100.0% |