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 3-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 | $8,420 | $48,795-82.7% | $65,493-87.1% | $84,808-90.1% |
| Participation rate | 69.4% | 67.0%+2.4pp | 73.1%-3.7pp | 68.3%+1.0pp |
| Annual return | 21.82% | 20.20%+1.6pp | 982.45%-960.6pp | 40.90%-19.1pp |
| Employer contribution / active EE | $470 | $1,930-75.7% | $2,574-81.8% | $2,631-82.1% |
| Participant deferral / active EE | $1,134 | $2,928-61.3% | $3,961-71.4% | $4,212-73.1% |
| Admin fee / account holder | $227 | $3,877-94.1% | $5,028-95.5% | $7,344-96.9% |