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 | $10,919 | $58,828-81.4% | $77,999-86.0% | $62,891-82.6% |
| Participation rate | 59.6% | 71.1%-11.5pp | 75.5%-15.9pp | 69.3%-9.7pp |
| Annual return | 9.26% | 17.16%-7.9pp | 425.96%-416.7pp | 20.14%-10.9pp |
| Employer contribution / active EE | $584 | $1,672-65.1% | $2,470-76.4% | $2,281-74.4% |
| Participant deferral / active EE | $1,953 | $2,686-27.3% | $3,497-44.1% | $3,203-39.0% |
| Admin fee / account holder | $248 | $4,393-94.4% | $5,480-95.5% | $4,296-94.2% |