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 | $6,259 | $65,365-90.4% | $92,893-93.3% | $72,985-91.4% |
| Participation rate | 67.9% | 68.3%-0.5pp | 76.0%-8.1pp | 69.5%-1.6pp |
| Annual return | 32.33% | 42.10%-9.8pp | 109.41%-77.1pp | 81.00%-48.7pp |
| Employer contribution / active EE | $1,303 | $2,594-49.8% | $3,653-64.3% | $2,440-46.6% |
| Participant deferral / active EE | $2,483 | $3,128-20.6% | $4,236-41.4% | $3,607-31.2% |
| Admin fee / account holder | $127 | $4,251-97.0% | $5,794-97.8% | $5,124-97.5% |