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 | $9,171 | $53,777-82.9% | $134,143-93.2% | $79,858-88.5% |
| Participation rate | 49.1% | 58.8%-9.7pp | 72.2%-23.1pp | 69.6%-20.5pp |
| Annual return | 25.49% | 19.01%+6.5pp | 36.33%-10.8pp | 31.71%-6.2pp |
| Employer contribution / active EE | $0 | $1,321-100.0% | $3,704-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,800 | $2,420-25.6% | $3,499-48.5% | $3,740-51.9% |
| Admin fee / account holder | $81 | $3,984-98.0% | $6,684-98.8% | $5,306-98.5% |