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 | $8,286 | $77,419-89.3% | $69,455-88.1% | $152,861-94.6% |
| Participation rate | 52.4% | 78.1%-25.7pp | 74.6%-22.2pp | 82.4%-30.1pp |
| Annual return | 30.55% | 39.06%-8.5pp | 28.97%+1.6pp | 345.32%-314.8pp |
| Employer contribution / active EE | $1,021 | $3,315-69.2% | $2,779-63.3% | $4,762-78.6% |
| Participant deferral / active EE | $2,150 | $4,414-51.3% | $3,535-39.2% | $5,850-63.2% |
| Admin fee / account holder | $105 | $6,207-98.3% | $3,839-97.3% | $11,596-99.1% |