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 | $4,586 | $50,958-91.0% | $74,550-93.8% | $64,186-92.9% |
| Participation rate | 65.6% | 61.1%+4.5pp | 69.1%-3.6pp | 69.6%-4.0pp |
| Annual return | 161.32% | -1.86%+163.2pp | 32.53%+128.8pp | 7.63%+153.7pp |
| Employer contribution / active EE | $1,046 | $1,115-6.2% | $1,961-46.7% | $2,381-56.1% |
| Participant deferral / active EE | $1,238 | $2,301-46.2% | $3,108-60.2% | $3,470-64.3% |
| Admin fee / account holder | $54 | $4,223-98.7% | $5,060-98.9% | $4,888-98.9% |