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 | $21,342 | $80,968-73.6% | $96,544-77.9% | $75,163-71.6% |
| Participation rate | 62.1% | 71.8%-9.7pp | 76.0%-13.9pp | 67.2%-5.1pp |
| Annual return | 12.76% | 27.06%-14.3pp | 25.84%-13.1pp | 160.62%-147.9pp |
| Employer contribution / active EE | $1,893 | $2,282-17.0% | $2,965-36.2% | $2,670-29.1% |
| Participant deferral / active EE | $5,128 | $3,928+30.5% | $4,851+5.7% | $4,125+24.3% |
| Admin fee / account holder | $42 | $6,724-99.4% | $8,252-99.5% | $5,651-99.3% |