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 | $19,984 | $142,405-86.0% | $115,157-82.6% | $152,861-86.9% |
| Participation rate | 50.0% | 82.4%-32.4pp | 75.9%-25.9pp | 82.4%-32.4pp |
| Annual return | 43.53% | 41.48%+2.0pp | 35.60%+7.9pp | 345.32%-301.8pp |
| Employer contribution / active EE | $2,835 | $4,010-29.3% | $3,179-10.8% | $4,762-40.5% |
| Participant deferral / active EE | $3,458 | $5,164-33.0% | $4,168-17.0% | $5,850-40.9% |
| Admin fee / account holder | $132 | $8,462-98.4% | $7,088-98.1% | $11,596-98.9% |