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 | $11,141 | $58,523-81.0% | $99,443-88.8% | $72,985-84.7% |
| Participation rate | 54.8% | 64.6%-9.9pp | 73.8%-19.1pp | 69.5%-14.7pp |
| Annual return | 26.06% | 28.51%-2.4pp | 30.72%-4.7pp | 81.00%-54.9pp |
| Employer contribution / active EE | $1,183 | $1,512-21.8% | $2,540-53.4% | $2,440-51.5% |
| Participant deferral / active EE | $1,732 | $2,606-33.5% | $3,619-52.1% | $3,607-52.0% |
| Admin fee / account holder | $114 | $4,102-97.2% | $6,250-98.2% | $5,124-97.8% |