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 | $17,646 | $65,365-73.0% | $92,893-81.0% | $72,985-75.8% |
| Participation rate | 60.3% | 68.3%-8.0pp | 76.0%-15.7pp | 69.5%-9.2pp |
| Annual return | 27.00% | 42.10%-15.1pp | 109.41%-82.4pp | 81.00%-54.0pp |
| Employer contribution / active EE | $1,284 | $2,594-50.5% | $3,653-64.8% | $2,440-47.4% |
| Participant deferral / active EE | $3,383 | $3,128+8.2% | $4,236-20.1% | $3,607-6.2% |
| Admin fee / account holder | $264 | $4,251-93.8% | $5,794-95.4% | $5,124-94.8% |