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 8-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 | $9,760 | $103,376-90.6% | $87,100-88.8% | $152,861-93.6% |
| Participation rate | 66.7% | 79.3%-12.7pp | 76.9%-10.2pp | 82.4%-15.8pp |
| Annual return | 31.97% | 28.10%+3.9pp | 28.19%+3.8pp | 345.32%-313.3pp |
| Employer contribution / active EE | $1,147 | $3,220-64.4% | $2,521-54.5% | $4,762-75.9% |
| Participant deferral / active EE | $7,687 | $4,778+60.9% | $4,049+89.9% | $5,850+31.4% |
| Admin fee / account holder | $52 | $12,205-99.6% | $7,497-99.3% | $11,596-99.5% |