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 | $12,938 | $78,672-83.6% | $109,143-88.1% | $85,850-84.9% |
| Participation rate | 46.9% | 68.3%-21.4pp | 75.9%-29.0pp | 69.3%-22.4pp |
| Annual return | 18.50% | 25.09%-6.6pp | 25.75%-7.2pp | 318.53%-300.0pp |
| Employer contribution / active EE | $1,025 | $2,735-62.5% | $3,722-72.5% | $2,565-60.0% |
| Participant deferral / active EE | $1,662 | $3,467-52.1% | $4,653-64.3% | $3,952-57.9% |
| Admin fee / account holder | $52 | $5,469-99.1% | $6,752-99.2% | $6,260-99.2% |