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 7-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 | $8,460 | $56,114-84.9% | $96,139-91.2% | $85,850-90.1% |
| Participation rate | 67.9% | 56.7%+11.1pp | 68.4%-0.6pp | 69.3%-1.5pp |
| Annual return | 43.83% | 42.30%+1.5pp | 191.94%-148.1pp | 318.53%-274.7pp |
| Employer contribution / active EE | $810 | $1,620-50.0% | $2,797-71.1% | $2,565-68.4% |
| Participant deferral / active EE | $1,480 | $2,859-48.2% | $4,349-66.0% | $3,952-62.5% |
| Admin fee / account holder | $204 | $3,768-94.6% | $5,537-96.3% | $6,260-96.7% |