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 4-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 | $7,986 | $49,915-84.0% | $154,803-94.8% | $74,304-89.3% |
| Participation rate | 55.8% | 54.0%+1.9pp | 78.1%-22.3pp | 60.3%-4.5pp |
| Annual return | 20.77% | 34.06%-13.3pp | 58.88%-38.1pp | 29.43%-8.7pp |
| Employer contribution / active EE | $350 | $1,611-78.3% | $4,305-91.9% | $2,241-84.4% |
| Participant deferral / active EE | $1,267 | $2,255-43.8% | $5,540-77.1% | $3,767-66.4% |
| Admin fee / account holder | $158 | $2,189-92.8% | $14,329-98.9% | $2,969-94.7% |