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 6-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 | $9,061 | $72,277-87.5% | $101,248-91.1% | $79,858-88.7% |
| Participation rate | 51.4% | 68.5%-17.1pp | 75.8%-24.5pp | 69.6%-18.3pp |
| Annual return | 34.43% | 22.30%+12.1pp | 46.47%-12.0pp | 31.71%+2.7pp |
| Employer contribution / active EE | $795 | $2,692-70.4% | $3,660-78.3% | $2,471-67.8% |
| Participant deferral / active EE | $2,216 | $3,282-32.5% | $4,370-49.3% | $3,740-40.8% |
| Admin fee / account holder | $277 | $4,400-93.7% | $5,945-95.3% | $5,306-94.8% |