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 | $11,989 | $91,190-86.9% | $178,490-93.3% | $79,858-85.0% |
| Participation rate | 55.8% | 69.2%-13.4pp | 81.9%-26.1pp | 69.6%-13.8pp |
| Annual return | 19.25% | 24.19%-4.9pp | 151.07%-131.8pp | 31.71%-12.5pp |
| Employer contribution / active EE | $1,022 | $3,256-68.6% | $5,011-79.6% | $2,471-58.6% |
| Participant deferral / active EE | $1,981 | $3,236-38.8% | $5,202-61.9% | $3,740-47.0% |
| Admin fee / account holder | $131 | $6,751-98.1% | $13,984-99.1% | $5,306-97.5% |