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 | $10,010 | $72,277-86.2% | $101,248-90.1% | $79,858-87.5% |
| Participation rate | 47.1% | 68.5%-21.4pp | 75.8%-28.7pp | 69.6%-22.6pp |
| Annual return | 32.96% | 22.30%+10.7pp | 46.47%-13.5pp | 31.71%+1.2pp |
| Employer contribution / active EE | $1,051 | $2,692-60.9% | $3,660-71.3% | $2,471-57.4% |
| Participant deferral / active EE | $1,736 | $3,282-47.1% | $4,370-60.3% | $3,740-53.6% |
| Admin fee / account holder | $95 | $4,400-97.8% | $5,945-98.4% | $5,306-98.2% |