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 7-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 | $18,165 | $70,475-74.2% | $100,516-81.9% | $79,858-77.3% |
| Participation rate | 69.2% | 73.7%-4.4pp | 79.4%-10.2pp | 69.6%-0.4pp |
| Annual return | 86.90% | 21.90%+65.0pp | 30.89%+56.0pp | 31.71%+55.2pp |
| Employer contribution / active EE | $2,984 | $2,165+37.9% | $3,418-12.7% | $2,471+20.8% |
| Participant deferral / active EE | $5,949 | $5,181+14.8% | $6,270-5.1% | $3,740+59.0% |
| Admin fee / account holder | $76 | $4,478-98.3% | $8,081-99.1% | $5,306-98.6% |