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 | $9,443 | $114,237-91.7% | $119,258-92.1% | $167,490-94.4% |
| Participation rate | 50.0% | 83.7%-33.7pp | 82.7%-32.7pp | 82.1%-32.1pp |
| Annual return | 19.96% | 29.87%-9.9pp | 30.69%-10.7pp | 478.56%-458.6pp |
| Employer contribution / active EE | $1,578 | $4,481-64.8% | $4,384-64.0% | $4,837-67.4% |
| Participant deferral / active EE | $4,786 | $6,084-21.3% | $6,111-21.7% | $6,341-24.5% |
| Admin fee / account holder | $35 | $8,932-99.6% | $7,226-99.5% | $12,309-99.7% |