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 | $17,906 | $65,041-72.5% | $90,951-80.3% | $79,858-77.6% |
| Participation rate | 36.4% | 61.6%-25.2pp | 69.0%-32.6pp | 69.6%-33.3pp |
| Annual return | 31.29% | 30.45%+0.8pp | 134.60%-103.3pp | 31.71%-0.4pp |
| Employer contribution / active EE | $1,129 | $1,247-9.5% | $2,122-46.8% | $2,471-54.3% |
| Participant deferral / active EE | $2,565 | $2,512+2.1% | $3,373-24.0% | $3,740-31.4% |
| Admin fee / account holder | $184 | $4,536-95.9% | $5,959-96.9% | $5,306-96.5% |