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 | $10,344 | $72,277-85.7% | $101,248-89.8% | $79,858-87.0% |
| Participation rate | 51.6% | 68.5%-16.8pp | 75.8%-24.2pp | 69.6%-18.0pp |
| Annual return | 24.61% | 22.30%+2.3pp | 46.47%-21.9pp | 31.71%-7.1pp |
| Employer contribution / active EE | $636 | $2,692-76.4% | $3,660-82.6% | $2,471-74.3% |
| Participant deferral / active EE | $1,381 | $3,282-57.9% | $4,370-68.4% | $3,740-63.1% |
| Admin fee / account holder | $261 | $4,400-94.1% | $5,945-95.6% | $5,306-95.1% |