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 7-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 | $8,785 | $78,422-88.8% | $95,952-90.8% | $79,858-89.0% |
| Participation rate | 63.0% | 73.5%-10.5pp | 77.1%-14.1pp | 69.6%-6.7pp |
| Annual return | 48.02% | 19.37%+28.6pp | 91.61%-43.6pp | 31.71%+16.3pp |
| Employer contribution / active EE | $830 | $1,945-57.3% | $2,541-67.3% | $2,471-66.4% |
| Participant deferral / active EE | $2,746 | $3,440-20.2% | $4,167-34.1% | $3,740-26.6% |
| Admin fee / account holder | $50 | $5,622-99.1% | $6,795-99.3% | $5,306-99.1% |