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 | $8,804 | $55,706-84.2% | $75,886-88.4% | $72,985-87.9% |
| Participation rate | 28.6% | 61.1%-32.6pp | 69.3%-40.7pp | 69.5%-40.9pp |
| Annual return | 23.57% | 27.59%-4.0pp | 30.76%-7.2pp | 81.00%-57.4pp |
| Employer contribution / active EE | $831 | $1,687-50.8% | $2,500-66.8% | $2,440-66.0% |
| Participant deferral / active EE | $1,118 | $2,634-57.5% | $3,603-69.0% | $3,607-69.0% |
| Admin fee / account holder | $0 | $3,978-100.0% | $5,418-100.0% | $5,124-100.0% |