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 | $10,556 | $91,190-88.4% | $178,490-94.1% | $79,858-86.8% |
| Participation rate | 50.0% | 69.2%-19.2pp | 81.9%-31.9pp | 69.6%-19.6pp |
| Annual return | 20.67% | 24.19%-3.5pp | 151.07%-130.4pp | 31.71%-11.0pp |
| Employer contribution / active EE | $497 | $3,256-84.7% | $5,011-90.1% | $2,471-79.9% |
| Participant deferral / active EE | $1,137 | $3,236-64.9% | $5,202-78.1% | $3,740-69.6% |
| Admin fee / account holder | $178 | $6,751-97.4% | $13,984-98.7% | $5,306-96.6% |