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 | $10,363 | $72,492-85.7% | $87,100-88.1% | $72,985-85.8% |
| Participation rate | 57.4% | 72.8%-15.4pp | 76.9%-19.5pp | 69.5%-12.1pp |
| Annual return | 58.37% | 24.46%+33.9pp | 28.19%+30.2pp | 81.00%-22.6pp |
| Employer contribution / active EE | $1,453 | $1,894-23.3% | $2,521-42.4% | $2,440-40.5% |
| Participant deferral / active EE | $3,449 | $3,270+5.5% | $4,049-14.8% | $3,607-4.4% |
| Admin fee / account holder | $264 | $5,055-94.8% | $7,497-96.5% | $5,124-94.8% |