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 9-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 | $6,640 | $58,512-88.7% | $84,015-92.1% | $72,985-90.9% |
| Participation rate | 63.6% | 61.2%+2.4pp | 69.0%-5.4pp | 69.5%-5.8pp |
| Annual return | 30.57% | 28.93%+1.6pp | 71.31%-40.7pp | 81.00%-50.4pp |
| Employer contribution / active EE | $1,029 | $1,163-11.5% | $1,983-48.1% | $2,440-57.8% |
| Participant deferral / active EE | $1,744 | $2,394-27.1% | $3,239-46.1% | $3,607-51.6% |
| Admin fee / account holder | $155 | $4,569-96.6% | $6,101-97.5% | $5,124-97.0% |