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 | $8,574 | $64,324-86.7% | $118,925-92.8% | $79,858-89.3% |
| Participation rate | 64.5% | 64.9%-0.3pp | 75.4%-10.9pp | 69.6%-5.1pp |
| Annual return | 34.93% | 86.45%-51.5pp | 35.88%-1.0pp | 31.71%+3.2pp |
| Employer contribution / active EE | $1,180 | $1,836-35.7% | $3,263-63.8% | $2,471-52.2% |
| Participant deferral / active EE | $3,638 | $2,824+28.8% | $4,265-14.7% | $3,740-2.7% |
| Admin fee / account holder | $180 | $4,040-95.6% | $6,581-97.3% | $5,306-96.6% |