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 | $15,933 | $65,322-75.6% | $70,449-77.4% | $73,488-78.3% |
| Participation rate | 46.6% | 77.0%-30.3pp | 75.1%-28.5pp | 70.7%-24.1pp |
| Annual return | 25.78% | 15.71%+10.1pp | 109.03%-83.3pp | 28.51%-2.7pp |
| Employer contribution / active EE | $1,028 | $2,460-58.2% | $2,737-62.4% | $2,270-54.7% |
| Participant deferral / active EE | $1,599 | $3,375-52.6% | $3,709-56.9% | $3,740-57.3% |
| Admin fee / account holder | $149 | $214-30.5% | $3,845-96.1% | $513-71.0% |