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 | $12,156 | $116,175-89.5% | $93,606-87.0% | $152,861-92.0% |
| Participation rate | 57.1% | 78.0%-20.9pp | 75.8%-18.7pp | 82.4%-25.3pp |
| Annual return | 29.87% | 35.96%-6.1pp | 32.76%-2.9pp | 345.32%-315.4pp |
| Employer contribution / active EE | $1,114 | $3,218-65.4% | $2,718-59.0% | $4,762-76.6% |
| Participant deferral / active EE | $2,148 | $4,603-53.3% | $4,069-47.2% | $5,850-63.3% |
| Admin fee / account holder | $132 | $10,748-98.8% | $7,888-98.3% | $11,596-98.9% |