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 | $7,563 | $52,279-85.5% | $89,391-91.5% | $79,858-90.5% |
| Participation rate | 32.0% | 57.5%-25.5pp | 68.0%-36.0pp | 69.6%-37.6pp |
| Annual return | 22.43% | 22.16%+0.3pp | 245.62%-223.2pp | 31.71%-9.3pp |
| Employer contribution / active EE | $494 | $1,572-68.6% | $2,586-80.9% | $2,471-80.0% |
| Participant deferral / active EE | $803 | $2,740-70.7% | $3,890-79.4% | $3,740-78.5% |
| Admin fee / account holder | $59 | $3,356-98.2% | $4,881-98.8% | $5,306-98.9% |