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 | $13,472 | $117,381-88.5% | $99,443-86.5% | $152,861-91.2% |
| Participation rate | 66.7% | 77.5%-10.9pp | 73.8%-7.2pp | 82.4%-15.8pp |
| Annual return | 43.58% | 31.87%+11.7pp | 30.72%+12.9pp | 345.32%-301.7pp |
| Employer contribution / active EE | $1,539 | $3,013-48.9% | $2,540-39.4% | $4,762-67.7% |
| Participant deferral / active EE | $4,839 | $4,086+18.4% | $3,619+33.7% | $5,850-17.3% |
| Admin fee / account holder | $0 | $7,631-100.0% | $6,250-100.0% | $11,596-100.0% |