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 | $15,768 | $72,277-78.2% | $101,248-84.4% | $79,858-80.3% |
| Participation rate | 59.0% | 68.5%-9.5pp | 75.8%-16.8pp | 69.6%-10.7pp |
| Annual return | 20.95% | 22.30%-1.3pp | 46.47%-25.5pp | 31.71%-10.8pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,650 | $3,282-19.2% | $4,370-39.4% | $3,740-29.1% |
| Admin fee / account holder | $133 | $4,400-97.0% | $5,945-97.8% | $5,306-97.5% |