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 | $9,333 | $65,395-85.7% | $182,532-94.9% | $72,985-87.2% |
| Participation rate | 64.4% | 65.4%-1.0pp | 78.0%-13.6pp | 69.5%-5.1pp |
| Annual return | 29.98% | 27.68%+2.3pp | 148.54%-118.6pp | 81.00%-51.0pp |
| Employer contribution / active EE | $803 | $1,911-58.0% | $4,076-80.3% | $2,440-67.1% |
| Participant deferral / active EE | $1,992 | $3,563-44.1% | $5,524-63.9% | $3,607-44.8% |
| Admin fee / account holder | $81 | $4,245-98.1% | $8,592-99.1% | $5,124-98.4% |