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 3-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 | $8,366 | $46,553-82.0% | $64,056-86.9% | $75,163-88.9% |
| Participation rate | 34.2% | 65.9%-31.7pp | 72.3%-38.1pp | 67.2%-33.0pp |
| Annual return | 194.65% | 26.03%+168.6pp | 33.69%+161.0pp | 160.62%+34.0pp |
| Employer contribution / active EE | $472 | $1,974-76.1% | $2,747-82.8% | $2,670-82.3% |
| Participant deferral / active EE | $1,607 | $2,837-43.4% | $3,880-58.6% | $4,125-61.0% |
| Admin fee / account holder | $146 | $2,952-95.1% | $3,068-95.2% | $5,651-97.4% |