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 | $12,566 | $72,277-82.6% | $101,248-87.6% | $79,858-84.3% |
| Participation rate | 33.3% | 68.5%-35.1pp | 75.8%-42.5pp | 69.6%-36.3pp |
| Annual return | 14.44% | 22.30%-7.9pp | 46.47%-32.0pp | 31.71%-17.3pp |
| Employer contribution / active EE | $795 | $2,692-70.5% | $3,660-78.3% | $2,471-67.8% |
| Participant deferral / active EE | $1,464 | $3,282-55.4% | $4,370-66.5% | $3,740-60.9% |
| Admin fee / account holder | $0 | $4,400-100.0% | $5,945-100.0% | $5,306-100.0% |