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 | $14,296 | $89,753-84.1% | $107,525-86.7% | $84,808-83.1% |
| Participation rate | 65.4% | 68.1%-2.7pp | 75.1%-9.7pp | 68.3%-2.9pp |
| Annual return | 20.40% | 29.48%-9.1pp | 181.32%-160.9pp | 40.90%-20.5pp |
| Employer contribution / active EE | $1,093 | $3,113-64.9% | $3,754-70.9% | $2,631-58.5% |
| Participant deferral / active EE | $1,792 | $4,056-55.8% | $5,116-65.0% | $4,212-57.5% |
| Admin fee / account holder | $38 | $7,222-99.5% | $8,919-99.6% | $7,344-99.5% |