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 | $17,319 | $91,552-81.1% | $133,956-87.1% | $79,858-78.3% |
| Participation rate | 60.0% | 73.3%-13.3pp | 79.8%-19.8pp | 69.6%-9.6pp |
| Annual return | 27.27% | 61.85%-34.6pp | 45.09%-17.8pp | 31.71%-4.4pp |
| Employer contribution / active EE | $1,184 | $2,384-50.3% | $3,919-69.8% | $2,471-52.1% |
| Participant deferral / active EE | $3,147 | $3,733-15.7% | $5,048-37.7% | $3,740-15.9% |
| Admin fee / account holder | $222 | $6,321-96.5% | $8,927-97.5% | $5,306-95.8% |