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 9-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 | $13,070 | $89,355-85.4% | $141,162-90.7% | $72,985-82.1% |
| Participation rate | 44.4% | 75.1%-30.7pp | 82.5%-38.0pp | 69.5%-25.0pp |
| Annual return | 45.19% | 111.85%-66.7pp | 71.39%-26.2pp | 81.00%-35.8pp |
| Employer contribution / active EE | $1,269 | $3,114-59.3% | $4,735-73.2% | $2,440-48.0% |
| Participant deferral / active EE | $4,035 | $5,418-25.5% | $6,709-39.9% | $3,607+11.8% |
| Admin fee / account holder | $86 | $5,958-98.6% | $10,261-99.2% | $5,124-98.3% |