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 | $16,368 | $54,701-70.1% | $86,188-81.0% | $71,457-77.1% |
| Participation rate | 28.7% | 60.1%-31.4pp | 69.0%-40.3pp | 67.9%-39.3pp |
| Annual return | 22.90% | 20.06%+2.8pp | 1168.45%-1145.5pp | 28.85%-5.9pp |
| Employer contribution / active EE | $810 | $1,265-36.0% | $2,380-66.0% | $2,588-68.7% |
| Participant deferral / active EE | $1,521 | $3,108-51.1% | $3,985-61.8% | $4,289-64.5% |
| Admin fee / account holder | $212 | $1,922-88.9% | $6,852-96.9% | $1,587-86.6% |