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 | $15,229 | $78,422-80.6% | $95,952-84.1% | $79,858-80.9% |
| Participation rate | 59.6% | 73.5%-13.9pp | 77.1%-17.5pp | 69.6%-10.0pp |
| Annual return | 27.14% | 19.37%+7.8pp | 91.61%-64.5pp | 31.71%-4.6pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,294 | $3,440-33.3% | $4,167-44.9% | $3,740-38.7% |
| Admin fee / account holder | $262 | $5,622-95.3% | $6,795-96.1% | $5,306-95.1% |