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 | $13,426 | $88,707-84.9% | $74,183-81.9% | $273,961-95.1% |
| Participation rate | 58.3% | 79.4%-21.1pp | 76.6%-18.3pp | 83.0%-24.7pp |
| Annual return | 8.37% | 11.94%-3.6pp | 17.74%-9.4pp | 41.45%-33.1pp |
| Employer contribution / active EE | $1,737 | $3,159-45.0% | $2,370-26.7% | $4,869-64.3% |
| Participant deferral / active EE | $2,668 | $4,212-36.6% | $3,550-24.8% | $5,287-49.5% |
| Admin fee / account holder | $77 | $8,717-99.1% | $5,586-98.6% | $10,132-99.2% |