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 | $15,649 | $78,422-80.0% | $95,952-83.7% | $79,858-80.4% |
| Participation rate | 39.6% | 73.5%-33.9pp | 77.1%-37.5pp | 69.6%-30.0pp |
| Annual return | 25.50% | 19.37%+6.1pp | 91.61%-66.1pp | 31.71%-6.2pp |
| Employer contribution / active EE | $787 | $1,945-59.5% | $2,541-69.0% | $2,471-68.1% |
| Participant deferral / active EE | $1,799 | $3,440-47.7% | $4,167-56.8% | $3,740-51.9% |
| Admin fee / account holder | $49 | $5,622-99.1% | $6,795-99.3% | $5,306-99.1% |