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 | $13,856 | $60,349-77.0% | $74,183-81.3% | $62,891-78.0% |
| Participation rate | 51.4% | 72.7%-21.4pp | 76.6%-25.3pp | 69.3%-18.0pp |
| Annual return | 8.10% | 21.37%-13.3pp | 17.74%-9.6pp | 20.14%-12.0pp |
| Employer contribution / active EE | $882 | $1,680-47.5% | $2,370-62.8% | $2,281-61.3% |
| Participant deferral / active EE | $1,517 | $2,856-46.9% | $3,550-57.3% | $3,203-52.6% |
| Admin fee / account holder | $166 | $4,261-96.1% | $5,586-97.0% | $4,296-96.1% |