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 | $17,763 | $77,813-77.2% | $123,544-85.6% | $64,186-72.3% |
| Participation rate | 51.9% | 74.7%-22.9pp | 82.3%-30.4pp | 69.6%-17.7pp |
| Annual return | 70.67% | 12.48%+58.2pp | 119.20%-48.5pp | 7.63%+63.0pp |
| Employer contribution / active EE | $2,252 | $3,014-25.3% | $4,628-51.3% | $2,381-5.4% |
| Participant deferral / active EE | $5,417 | $5,240+3.4% | $6,426-15.7% | $3,470+56.1% |
| Admin fee / account holder | $0 | $5,519-100.0% | $9,284-100.0% | $4,888-100.0% |