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 | $12,408 | $115,882-89.3% | $100,516-87.7% | $158,922-92.2% |
| Participation rate | 50.0% | 81.6%-31.6pp | 79.4%-29.4pp | 82.0%-32.0pp |
| Annual return | 29.08% | 34.79%-5.7pp | 30.89%-1.8pp | 302.83%-273.7pp |
| Employer contribution / active EE | $929 | $4,103-77.4% | $3,418-72.8% | $4,761-80.5% |
| Participant deferral / active EE | $2,341 | $6,674-64.9% | $6,270-62.7% | $5,982-60.9% |
| Admin fee / account holder | $69 | $10,995-99.4% | $8,081-99.1% | $11,246-99.4% |