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 | $16,725 | $72,492-76.9% | $87,100-80.8% | $72,985-77.1% |
| Participation rate | 60.2% | 72.8%-12.6pp | 76.9%-16.6pp | 69.5%-9.3pp |
| Annual return | 28.80% | 24.46%+4.3pp | 28.19%+0.6pp | 81.00%-52.2pp |
| Employer contribution / active EE | $1,405 | $1,894-25.8% | $2,521-44.3% | $2,440-42.4% |
| Participant deferral / active EE | $2,058 | $3,270-37.1% | $4,049-49.2% | $3,607-43.0% |
| Admin fee / account holder | $137 | $5,055-97.3% | $7,497-98.2% | $5,124-97.3% |