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 8-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 | $16,009 | $149,734-89.3% | $118,925-86.5% | $158,922-89.9% |
| Participation rate | 50.0% | 82.1%-32.1pp | 75.4%-25.4pp | 82.0%-32.0pp |
| Annual return | 27.79% | 19.95%+7.8pp | 35.88%-8.1pp | 302.83%-275.0pp |
| Employer contribution / active EE | $1,465 | $4,115-64.4% | $3,263-55.1% | $4,761-69.2% |
| Participant deferral / active EE | $1,793 | $5,223-65.7% | $4,265-58.0% | $5,982-70.0% |
| Admin fee / account holder | $58 | $8,603-99.3% | $6,581-99.1% | $11,246-99.5% |