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 | $14,136 | $59,839-76.4% | $81,983-82.8% | $79,858-82.3% |
| Participation rate | 47.7% | 61.6%-13.9pp | 69.2%-21.5pp | 69.6%-21.9pp |
| Annual return | 22.16% | 17.56%+4.6pp | 41.31%-19.2pp | 31.71%-9.6pp |
| Employer contribution / active EE | $805 | $1,713-53.0% | $2,498-67.8% | $2,471-67.4% |
| Participant deferral / active EE | $1,354 | $2,695-49.7% | $3,722-63.6% | $3,740-63.8% |
| Admin fee / account holder | $288 | $4,287-93.3% | $5,664-94.9% | $5,306-94.6% |