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 | $15,338 | $103,376-85.2% | $87,100-82.4% | $152,861-90.0% |
| Participation rate | 41.7% | 79.3%-37.7pp | 76.9%-35.2pp | 82.4%-40.8pp |
| Annual return | 44.89% | 28.10%+16.8pp | 28.19%+16.7pp | 345.32%-300.4pp |
| Employer contribution / active EE | $1,576 | $3,220-51.1% | $2,521-37.5% | $4,762-66.9% |
| Participant deferral / active EE | $2,598 | $4,778-45.6% | $4,049-35.8% | $5,850-55.6% |
| Admin fee / account holder | $184 | $12,205-98.5% | $7,497-97.5% | $11,596-98.4% |