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 | $6,789 | $81,248-91.6% | $155,509-95.6% | $80,856-91.6% |
| Participation rate | 48.6% | 66.2%-17.7pp | 78.2%-29.6pp | 67.6%-19.1pp |
| Annual return | 15.79% | 33.31%-17.5pp | 64.67%-48.9pp | 35.59%-19.8pp |
| Employer contribution / active EE | $672 | $3,100-78.3% | $4,672-85.6% | $2,755-75.6% |
| Participant deferral / active EE | $1,423 | $3,452-58.8% | $5,626-74.7% | $4,296-66.9% |
| Admin fee / account holder | $98 | $7,997-98.8% | $15,912-99.4% | $6,918-98.6% |