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 | $21,077 | $65,041-67.6% | $90,951-76.8% | $79,858-73.6% |
| Participation rate | 37.5% | 61.6%-24.1pp | 69.0%-31.5pp | 69.6%-32.1pp |
| Annual return | 23.05% | 30.45%-7.4pp | 134.60%-111.5pp | 31.71%-8.7pp |
| Employer contribution / active EE | $696 | $1,247-44.2% | $2,122-67.2% | $2,471-71.9% |
| Participant deferral / active EE | $2,230 | $2,512-11.2% | $3,373-33.9% | $3,740-40.4% |
| Admin fee / account holder | $0 | $4,536-100.0% | $5,959-100.0% | $5,306-100.0% |