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 | $16,377 | $149,734-89.1% | $118,925-86.2% | $158,922-89.7% |
| Participation rate | 57.1% | 82.1%-24.9pp | 75.4%-18.2pp | 82.0%-24.8pp |
| Annual return | 30.97% | 19.95%+11.0pp | 35.88%-4.9pp | 302.83%-271.9pp |
| Employer contribution / active EE | $1,032 | $4,115-74.9% | $3,263-68.4% | $4,761-78.3% |
| Participant deferral / active EE | $2,572 | $5,223-50.8% | $4,265-39.7% | $5,982-57.0% |
| Admin fee / account holder | $46 | $8,603-99.5% | $6,581-99.3% | $11,246-99.6% |