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 6-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 | $8,997 | $72,012-87.5% | $185,823-95.2% | $79,858-88.7% |
| Participation rate | 44.1% | 65.8%-21.7pp | 78.0%-33.9pp | 69.6%-25.5pp |
| Annual return | 37.82% | 23.12%+14.7pp | 35.95%+1.9pp | 31.71%+6.1pp |
| Employer contribution / active EE | $819 | $1,965-58.3% | $4,087-80.0% | $2,471-66.9% |
| Participant deferral / active EE | $1,397 | $3,779-63.0% | $5,632-75.2% | $3,740-62.7% |
| Admin fee / account holder | $226 | $4,513-95.0% | $9,500-97.6% | $5,306-95.7% |