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 | $10,672 | $49,451-78.4% | $79,550-86.6% | $66,914-84.1% |
| Participation rate | 43.6% | 61.3%-17.8pp | 69.5%-25.9pp | 69.8%-26.2pp |
| Annual return | 13.07% | 84.25%-71.2pp | 0.16%+12.9pp | 1.58%+11.5pp |
| Employer contribution / active EE | $1,237 | $1,266-2.3% | $2,413-48.7% | $2,544-51.4% |
| Participant deferral / active EE | $1,879 | $3,159-40.5% | $3,985-52.9% | $4,237-55.7% |
| Admin fee / account holder | $294 | $595-50.6% | $6,832-95.7% | $593-50.4% |