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 | $17,025 | $85,766-80.1% | $136,294-87.5% | $70,131-75.7% |
| Participation rate | 48.0% | 74.2%-26.2pp | 81.9%-33.9pp | 69.5%-21.5pp |
| Annual return | 21.60% | 31.45%-9.9pp | 5155.94%-5134.3pp | 73.14%-51.5pp |
| Employer contribution / active EE | $1,398 | $2,966-52.9% | $4,695-70.2% | $2,342-40.3% |
| Participant deferral / active EE | $2,455 | $5,051-51.4% | $6,247-60.7% | $3,332-26.3% |
| Admin fee / account holder | $174 | $5,420-96.8% | $9,243-98.1% | $4,645-96.2% |