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 | $7,966 | $58,512-86.4% | $84,015-90.5% | $72,985-89.1% |
| Participation rate | 31.0% | 61.2%-30.2pp | 69.0%-38.0pp | 69.5%-38.5pp |
| Annual return | 37.94% | 28.93%+9.0pp | 71.31%-33.4pp | 81.00%-43.1pp |
| Employer contribution / active EE | $543 | $1,163-53.3% | $1,983-72.6% | $2,440-77.7% |
| Participant deferral / active EE | $1,881 | $2,394-21.4% | $3,239-41.9% | $3,607-47.9% |
| Admin fee / account holder | $269 | $4,569-94.1% | $6,101-95.6% | $5,124-94.7% |