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 | $17,934 | $58,512-69.3% | $84,015-78.7% | $72,985-75.4% |
| Participation rate | 23.7% | 61.2%-37.5pp | 69.0%-45.3pp | 69.5%-45.8pp |
| Annual return | 40.09% | 28.93%+11.2pp | 71.31%-31.2pp | 81.00%-40.9pp |
| Employer contribution / active EE | $703 | $1,163-39.6% | $1,983-64.6% | $2,440-71.2% |
| Participant deferral / active EE | $1,531 | $2,394-36.0% | $3,239-52.7% | $3,607-57.6% |
| Admin fee / account holder | $0 | $4,569-100.0% | $6,101-100.0% | $5,124-100.0% |