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 | $13,895 | $117,381-88.2% | $99,443-86.0% | $152,861-90.9% |
| Participation rate | 50.0% | 77.5%-27.5pp | 73.8%-23.8pp | 82.4%-32.4pp |
| Annual return | 23.30% | 31.87%-8.6pp | 30.72%-7.4pp | 345.32%-322.0pp |
| Employer contribution / active EE | $623 | $3,013-79.3% | $2,540-75.5% | $4,762-86.9% |
| Participant deferral / active EE | $2,025 | $4,086-50.4% | $3,619-44.0% | $5,850-65.4% |
| Admin fee / account holder | $92 | $7,631-98.8% | $6,250-98.5% | $11,596-99.2% |