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 | $16,127 | $76,367-78.9% | $93,606-82.8% | $72,985-77.9% |
| Participation rate | 45.2% | 71.7%-26.6pp | 75.8%-30.7pp | 69.5%-24.3pp |
| Annual return | 36.97% | 25.82%+11.2pp | 32.76%+4.2pp | 81.00%-44.0pp |
| Employer contribution / active EE | $1,419 | $2,275-37.6% | $2,718-47.8% | $2,440-41.8% |
| Participant deferral / active EE | $2,458 | $3,538-30.5% | $4,069-39.6% | $3,607-31.9% |
| Admin fee / account holder | $0 | $6,838-100.0% | $7,888-100.0% | $5,124-100.0% |