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 3-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 | $11,732 | $65,561-82.1% | $86,188-86.4% | $75,163-84.4% |
| Participation rate | 64.0% | 60.5%+3.5pp | 69.0%-5.0pp | 67.2%-3.2pp |
| Annual return | 34.84% | 46.05%-11.2pp | 1168.45%-1133.6pp | 160.62%-125.8pp |
| Employer contribution / active EE | $1,495 | $1,553-3.7% | $2,380-37.2% | $2,670-44.0% |
| Participant deferral / active EE | $3,861 | $3,024+27.7% | $3,985-3.1% | $4,125-6.4% |
| Admin fee / account holder | $29 | $5,474-99.5% | $6,852-99.6% | $5,651-99.5% |