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 6-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 | $11,881 | $65,041-81.7% | $90,951-86.9% | $79,858-85.1% |
| Participation rate | 54.8% | 61.6%-6.8pp | 69.0%-14.2pp | 69.6%-14.8pp |
| Annual return | 23.95% | 30.45%-6.5pp | 134.60%-110.6pp | 31.71%-7.8pp |
| Employer contribution / active EE | $654 | $1,247-47.6% | $2,122-69.2% | $2,471-73.5% |
| Participant deferral / active EE | $2,229 | $2,512-11.3% | $3,373-33.9% | $3,740-40.4% |
| Admin fee / account holder | $267 | $4,536-94.1% | $5,959-95.5% | $5,306-95.0% |