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 | $6,380 | $54,762-88.4% | $90,281-92.9% | $72,985-91.3% |
| Participation rate | 41.5% | 65.1%-23.6pp | 73.3%-31.8pp | 69.5%-28.0pp |
| Annual return | 50.70% | 30.63%+20.1pp | 78.10%-27.4pp | 81.00%-30.3pp |
| Employer contribution / active EE | $0 | $2,092-100.0% | $2,854-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,315 | $2,887-54.4% | $3,885-66.1% | $3,607-63.5% |
| Admin fee / account holder | $83 | $3,972-97.9% | $5,351-98.4% | $5,124-98.4% |