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 5-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 | $9,960 | $124,281-92.0% | $109,143-90.9% | $167,490-94.1% |
| Participation rate | 66.7% | 79.4%-12.8pp | 75.9%-9.2pp | 82.1%-15.4pp |
| Annual return | 27.41% | 26.04%+1.4pp | 25.75%+1.7pp | 478.56%-451.1pp |
| Employer contribution / active EE | $1,838 | $4,207-56.3% | $3,722-50.6% | $4,837-62.0% |
| Participant deferral / active EE | $2,758 | $5,255-47.5% | $4,653-40.7% | $6,341-56.5% |
| Admin fee / account holder | $130 | $7,970-98.4% | $6,752-98.1% | $12,309-98.9% |