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 9-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 | $13,080 | $84,233-84.5% | $170,442-92.3% | $70,131-81.3% |
| Participation rate | 40.7% | 70.8%-30.1pp | 83.6%-42.9pp | 69.5%-28.8pp |
| Annual return | 19.92% | 23.06%-3.1pp | 205.93%-186.0pp | 73.14%-53.2pp |
| Employer contribution / active EE | $1,065 | $3,387-68.5% | $5,433-80.4% | $2,342-54.5% |
| Participant deferral / active EE | $2,269 | $3,086-26.5% | $4,939-54.1% | $3,332-31.9% |
| Admin fee / account holder | $191 | $5,698-96.7% | $13,880-98.6% | $4,645-95.9% |