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 | $4,660 | $72,277-93.6% | $101,248-95.4% | $79,858-94.2% |
| Participation rate | 65.4% | 68.5%-3.1pp | 75.8%-10.4pp | 69.6%-4.2pp |
| Annual return | 53.04% | 22.30%+30.7pp | 46.47%+6.6pp | 31.71%+21.3pp |
| Employer contribution / active EE | $1,409 | $2,692-47.7% | $3,660-61.5% | $2,471-43.0% |
| Participant deferral / active EE | $1,464 | $3,282-55.4% | $4,370-66.5% | $3,740-60.9% |
| Admin fee / account holder | $108 | $4,400-97.5% | $5,945-98.2% | $5,306-98.0% |