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 4-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 | $24,917 | $87,013-71.4% | $106,213-76.5% | $80,856-69.2% |
| Participation rate | 60.0% | 70.4%-10.4pp | 75.3%-15.3pp | 67.6%-7.6pp |
| Annual return | 19.85% | 17.05%+2.8pp | 116.14%-96.3pp | 35.59%-15.7pp |
| Employer contribution / active EE | $1,370 | $2,395-42.8% | $3,171-56.8% | $2,755-50.3% |
| Participant deferral / active EE | $1,909 | $3,986-52.1% | $5,016-61.9% | $4,296-55.6% |
| Admin fee / account holder | $197 | $8,431-97.7% | $11,033-98.2% | $6,918-97.2% |