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 | $30,845 | $148,978-79.3% | $200,582-84.6% | $84,808-63.6% |
| Participation rate | 68.8% | 84.2%-15.5pp | 86.9%-18.1pp | 68.3%+0.4pp |
| Annual return | 43.35% | 28.16%+15.2pp | 42.33%+1.0pp | 40.90%+2.5pp |
| Employer contribution / active EE | $2,250 | $4,815-53.3% | $6,419-64.9% | $2,631-14.5% |
| Participant deferral / active EE | $3,519 | $7,142-50.7% | $9,331-62.3% | $4,212-16.4% |
| Admin fee / account holder | $26 | $13,977-99.8% | $16,305-99.8% | $7,344-99.6% |