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 8-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 | $4,587 | $58,523-92.2% | $99,443-95.4% | $72,985-93.7% |
| Participation rate | 69.2% | 64.6%+4.6pp | 73.8%-4.6pp | 69.5%-0.3pp |
| Annual return | 33.86% | 28.51%+5.3pp | 30.72%+3.1pp | 81.00%-47.1pp |
| Employer contribution / active EE | $667 | $1,512-55.9% | $2,540-73.7% | $2,440-72.7% |
| Participant deferral / active EE | $1,624 | $2,606-37.7% | $3,619-55.1% | $3,607-55.0% |
| Admin fee / account holder | $50 | $4,102-98.8% | $6,250-99.2% | $5,124-99.0% |