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 9-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 | $15,932 | $85,766-81.4% | $136,294-88.3% | $70,131-77.3% |
| Participation rate | 55.8% | 74.2%-18.4pp | 81.9%-26.2pp | 69.5%-13.8pp |
| Annual return | 27.69% | 31.45%-3.8pp | 5155.94%-5128.2pp | 73.14%-45.4pp |
| Employer contribution / active EE | $1,614 | $2,966-45.6% | $4,695-65.6% | $2,342-31.1% |
| Participant deferral / active EE | $3,825 | $5,051-24.3% | $6,247-38.8% | $3,332+14.8% |
| Admin fee / account holder | $94 | $5,420-98.3% | $9,243-99.0% | $4,645-98.0% |