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 | $5,003 | $53,596-90.7% | $90,645-94.5% | $64,186-92.2% |
| Participation rate | 39.1% | 64.5%-25.4pp | 74.0%-34.9pp | 69.6%-30.4pp |
| Annual return | 19.81% | 4.41%+15.4pp | 1.88%+17.9pp | 7.63%+12.2pp |
| Employer contribution / active EE | $628 | $1,503-58.2% | $2,532-75.2% | $2,381-73.6% |
| Participant deferral / active EE | $1,372 | $2,459-44.2% | $3,425-59.9% | $3,470-60.4% |
| Admin fee / account holder | $11 | $3,868-99.7% | $4,994-99.8% | $4,888-99.8% |