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 | $7,488 | $52,279-85.7% | $89,391-91.6% | $79,858-90.6% |
| Participation rate | 62.1% | 57.5%+4.5pp | 68.0%-5.9pp | 69.6%-7.6pp |
| Annual return | 24.83% | 22.16%+2.7pp | 245.62%-220.8pp | 31.71%-6.9pp |
| Employer contribution / active EE | $676 | $1,572-57.0% | $2,586-73.8% | $2,471-72.6% |
| Participant deferral / active EE | $901 | $2,740-67.1% | $3,890-76.8% | $3,740-75.9% |
| Admin fee / account holder | $32 | $3,356-99.1% | $4,881-99.3% | $5,306-99.4% |