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 | $4,832 | $46,869-89.7% | $122,332-96.1% | $70,131-93.1% |
| Participation rate | 66.3% | 58.2%+8.1pp | 71.6%-5.4pp | 69.5%-3.3pp |
| Annual return | 30.69% | 24.22%+6.5pp | 30.27%+0.4pp | 73.14%-42.4pp |
| Employer contribution / active EE | $628 | $1,288-51.3% | $4,050-84.5% | $2,342-73.2% |
| Participant deferral / active EE | $1,340 | $2,166-38.2% | $3,287-59.2% | $3,332-59.8% |
| Admin fee / account holder | $285 | $3,322-91.4% | $5,478-94.8% | $4,645-93.9% |