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 | $8,148 | $58,828-86.2% | $77,999-89.6% | $62,891-87.0% |
| Participation rate | 59.4% | 71.1%-11.7pp | 75.5%-16.1pp | 69.3%-9.9pp |
| Annual return | 76.43% | 17.16%+59.3pp | 425.96%-349.5pp | 20.14%+56.3pp |
| Employer contribution / active EE | $774 | $1,672-53.7% | $2,470-68.7% | $2,281-66.1% |
| Participant deferral / active EE | $1,175 | $2,686-56.3% | $3,497-66.4% | $3,203-63.3% |
| Admin fee / account holder | $133 | $4,393-97.0% | $5,480-97.6% | $4,296-96.9% |