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 | $9,848 | $98,750-90.0% | $149,696-93.4% | $79,858-87.7% |
| Participation rate | 68.4% | 75.8%-7.4pp | 82.5%-14.1pp | 69.6%-1.3pp |
| Annual return | 40.08% | 27.43%+12.7pp | 276.60%-236.5pp | 31.71%+8.4pp |
| Employer contribution / active EE | $1,638 | $3,216-49.1% | $4,644-64.7% | $2,471-33.7% |
| Participant deferral / active EE | $2,752 | $5,680-51.6% | $6,842-59.8% | $3,740-26.4% |
| Admin fee / account holder | $144 | $6,053-97.6% | $9,309-98.5% | $5,306-97.3% |