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 7-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 | $19,849 | $65,041-69.5% | $90,951-78.2% | $79,858-75.1% |
| Participation rate | 38.5% | 61.6%-23.1pp | 69.0%-30.5pp | 69.6%-31.2pp |
| Annual return | 36.06% | 30.45%+5.6pp | 134.60%-98.5pp | 31.71%+4.3pp |
| Employer contribution / active EE | $1,678 | $1,247+34.5% | $2,122-20.9% | $2,471-32.1% |
| Participant deferral / active EE | $3,466 | $2,512+38.0% | $3,373+2.8% | $3,740-7.3% |
| Admin fee / account holder | $102 | $4,536-97.8% | $5,959-98.3% | $5,306-98.1% |